Agents (only agents) can access the Customer Service Representatives (CSR) Dashboard in the Reports module.

The CSR Dashboard:

• Displays policies that are going to expire or cancel in the next 30, 45, or 60 days.
• Allows users to navigate and open the displayed policies.

To access the CSR Dashboard:

1. In the BriteCore menu, select Reports.
2. On the Dashboards screen, select the Dashboard dropdown list icon , and then select CSR Dashboard.
3. On the CSR Dashboard screen, in the policies dropdown list, select one of the following types of policies:
   1. Cancellation Pending
   2. Expired last 45 days
   3. Expiring in 30 days
   4. Expiring in 60 days
   5. Cancelled for Non-Payment in last 30 days