Lists Are Now Reports
We've updated our lists features to give you better insights.
We're making a change to help you find and use one of InsureTrek's most valuable features more easily!
What's Changing:
Our Lists feature is getting a new name and a new home. It's now called Reports and has moved to a better spot in your navigation menu.
- New Location: Setup → Reports
- Previously: Organization → Hierarchy → Lists.
What You Can Do:
- Extract producer, license, and invoice reports
- Apply custom filters
- Save your custom reports for quick access
- Export the filtered data as CSV files.
All your existing saved reports are right where you left them: just in the new location. The functionality remains the same, just easier to find! Check it out: Reports
If you haven't explored this feature yet, now's a great time to see how it can streamline your agency management.