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Insurance Brokers Panel

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Reports Panel

 

Insurance Broker - Reports

This page generates a report that you can print out. You can print out a list of clients who have Property and Casualty Insurance with the Insurance Broker or a list of clients who have Worker's Compensation Insurance with the broker. It looks very similar to the Clients Page you just viewed.

This is an image of the reports panel under the Insurance broker panel

Click on each of the tabs above to take you to another aspect of the Insurance Broker Tab.

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