Report: Customer Count

1. Report: Customer Count • Purpose: This report is going to be important for your agency to run so that you can track your organic growth, rather than revenue. A growth in revenue could be a result of a rate gain, where you are not actually growing. When this report is run monthly, you will be able to accurately measure your retention as well. • Review the tutorial and run this report for 6 consecutive months. Contact your SE to review your growth plans. • Comments: This report can be sorted at the agency’s discretion. An example would be if you were interested in only looking at specific customers such as auto or home.

2. Double click on ‘The Agency Manager’ icon ( ) on your desktop. • This will bring you to your agency management system home page seen below • Select the “Reports” tab Step #1 Version #

3. Step #2 • Click on the ‘Reports’ button • Select the “Report Selection” • Highlight “Reports – Management” • Highlight ‘Policies – Current’ under the Report Choices section Purpose: Here we are selecting the Book of Business Report to count customers

4. Step #3 Click on the ‘Criteria’ tab This is the section of the report where you define the customer you are looking for. You will want to be careful when narrowing your search as each line item is an ‘AND’ statement. When you select specific criteria, it is looking for customers who fit ALL of the criteria selected. If too many of the line items are specified, the results may be skewed in the report. In this next section we will identify some of the key filters to look at, most are optional.

5. Step #4 • Double click on the ‘Branch’ option • Double click on all ‘Branches’ that you want to include • Select the radial button next to ‘Include Selection’ Purpose: If your agency has multiple offices, and you are only interested in specific branches, you can narrow your search here

6. Step #5 • Double click on the ‘Customer Codes’ • Double click on the option ‘PL Personal Lines’ • Click on the radial button • beside “Include Selections” • Select “OK” when complete Purpose: In this step we are only including certain customer codes, specific to Personal Lines. If you are not sure how all of your PL customers have been entered into the system, include all of the PL codes.

7. Step #6 • Double click on ‘Policy Type’ • Double click on whichever policy types you would like to take into account for your customer count. • Example: Auto, Condo, Motorcycle, Fire, Flood, General Liability, Homeowners, Inland Marine, Mobile Home, Personal Umbrella seen below • Select “OK” when complete Here is an example of how to enter which specific Policy Types you are looking for

8. Step #7 • Double click on the ‘Policy Status’ option • Double click on all forms of cancelled policies • Click on the radial button next to ‘Exclude Selections’ Purpose: To identify customers with policy statuses you want to exclude

9. Step #8 • Double click on ‘Active Policy Range’ • Select the dates you are interested in • Select ‘OK’ when complete Purpose: Selecting the Active Policy Range will narrow your search by only showing clients with active policies during the dates specified

10. Step #9 • Double click on ‘Expiration Date’ • Select ‘All Expiration Dates’ • Select ‘OK’ when complete Purpose: Identifying when the policies will expire will only identify those clients whose policy is expiring within a certain time frame.

11. Step #10 • Double click on the Personal/Commercial option • Select which line you are looking for such as “Only Personal Lines” • Select ‘OK’ when you are complete Purpose: By selecting Only Personal Lines, this will only pull information from your Personal Lines accounts

12. Step #11 • Double click on ‘Sort Option’ • Choose the ‘Customers’ option • Select ‘OK’ when complete Because you are looking up a customer count, it will be helpful to sort the report by customers

13. Step #12 • Double click on the ‘Extra Criteria’ option • In the EXTRA CRITERIA box type in the following phrase: • Policy.status <> “QUO” AND Policy.status <> “NON” Purpose: This is an optional step to identify and eliminate customers coded as quotes in your report

14. Step #13 • Select ‘Save Criteria’ • If this is the first time you are creating this report, Select ‘New’ • Enter in ‘Customer Count 12.31.06’ (or date of report) • Select ‘OK’ when complete Purpose: By saving this report, all of the criteria is saved to your system. This way you can run this report monthly by changing your ‘Active Policy Dates’

15. Step #14 • Select ‘Ask and Run’ • Select the radial button next to ‘Report’ • Select ‘OK’ when complete • You will be prompted with • A series of questions • Including: • 1. Ok to run report/search - • select ‘Yes’ • 2. Print Options ‘Preview’ • (Preview first to make sure • the report is correct) Purpose: This is asking the system to make sure all necessary criteria is selected, and then running the report

16. Step #15 • Expand the report by maximizing the page • To navigate through specific pages select the ‘Single Arrow’ • To go straight to the end of the report where your customer number • will be, select the ‘Double Arrow’ Purpose: This is a sample of the report you will be outputting. The first page will show the criteria that you selected. This is an opportunity to check that all of the criteria is correct. The middle pages will include customer information, and the final page has the customer count information.

17. Step #16 • Select ‘Load Criteria’ • Select the report that you are looking for • The criteria will load as you have saved it • Change any information that you want updated, follow steps #14-15 to run report Purpose: This step is to be used if you have previously run your report, and wanted to run again using updated criteria, such as new dates