Why Use It?
Be Proactive: Get ahead of expirations before they become issues.
How to Access the Report
Navigate to the Reports section from the main menu.
Look for Customer Insurance Expiry Report under the Customer Reports category.
Click to open the report.
What You’ll See
The report displays:
Customer Name
Insurance Expiry date
Insurance Contact Name
Insurance Telephone
You can sort or filter by expiry date to quickly identify which customers need follow-up.
