Spivey Insurance Book of Business Report

• Log into QQ solutions, go to reports
  
• Type on the search box "Active" then select "Active Book of Business"
• Click "Active Book of Business" then select run
  
• After selecting run, a pop-up box would appear; You need to export/download it by "Spreadsheet" and adjust the date at the bottom.

Reminders: 

• You need to download a separate spreadsheet for the last day of the past month and the first day of the current month. Then select run
• When we first run the data, Run Personal Lines Policy Class and Commercial Lines Policy Class so there are 2 raw data reports.

• Delete the life insurance policy for Robert Boatwright ( not his homeowners nor personal auto right)
• Personal Lines Clean Up
  • Filter by CSR on Policy
  • Find policies that DO NOT HAVE Angie, Chris, Colby, Lisa or Valerie as the CSR (generally this will be Kimberly Mathews or Spivey Insurance Group
  • Send these in an email to Sandra and Chris Spivey
• Commercial Lines Clean Up
  
  • Filter by CSR on Policy
  • Find anything that is not assigned to Colby, Chris, or Kimberly
  • Delete out the builders Risk Policies (Columb B)
  • Send the remaining information to Sandra and Chris Spivey for clean up
• Once you get a response you can re-run the report with their feedback. 
  
  

Then after approval, you may proceed to run the report for Spivey Growth Numbers

Here's a guide on how to run the report:

You can send the final report to Chris and Sandra Spivey