Need to look up a simple metric, like new leads by date or the number of cases in a particular status? Use our pre-built templates to save time.
Build reports that show you the data you need, then save them for future use. Copy, run, or export a saved report to .csv with just one click.
The dashboard automatically displays key metrics like new leads, policies pending, and premium placed. Get the updates you want without running a single report.
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