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Insurance Follow Up Report
Insurance Follow Up Report
- Matthew Garrett
Owned by Matthew Garrett
The Insurance Follow Up reports lists clients who have insurance premiums that are due. There are two types of Insurance Premium reports;
- From the File menu, select Reports or click on the Reports icon
- Select Work In Progress Reports from the Select Report Category drop-down list.
- Select the required report.
- Press the Preview or Print button. The Standard Criteria dialog will be displayed.
- Enter the standard criteria options.
- Click the OK button. The report will be displayed or printed.
You enter clients Insurance Premium Funding details in the Client / Services screen
