Insurance Reports
Contents
Advisors Assistant has two types of Insurance Product Report Filters. The Selection Reports Filter selects people who have certain insurance products that match the criteria you choose. Insurance New Business or Underwriting Reports are included in this type of report.
The second type of report is designed to find people in your database who DO NOT have a particular type of insurance or a particular policy. We refer to this type of report as Exclusion Reports.
Click On the buttons below to learn more about each type of report.