Perhaps your Agency wants to view your entire book of business on a single document.
NOTE: A Group is considered active if any of its Employees have logged on within the last year.
How to download the report
To view this report, start by accessing the Reporting page.
Under Agency Reports, select Current Clients.
How to read the report
The report will open in a separate window with a list of your Agency's current clients. You can print or save this information into a PDF document on your computer.
This report will show:
- The name of the Employer
- The main Broker listed as Team Member 1
- The number of Employees in the Employer
- The date that the Employer was added
- If the Employer is considered active