With the Historical Submitted Application report, you can get details of all submitted applications that occurred over a date range, regardless of the current status of the policy or if the policy was accepted/rejected by underwriting. Currently, the Submitted Application report only returns submitted applications that are still in Submitted state. This report acts more like a task management report.
You can use the Historical Submitted Application report for many purposes, including internal workflows, staffing needs, contests, agent production, etc. This new report gives you a historic view of the submitted reports to empower your business decisions.
Functionality details:
- Submitted Applications are tracked with a transaction in the policy_change_log.
- This report will read those transactions and won't consider the revision or policy status.
- This is a new standard report for all master clients.
- The report will display in the Policies category on the Report List.
No configuration is necessary. This will be a new standard report that will be automatically enabled for all master clients and all new clients.