Global Policies - The Heart of Your Reports and Analysis

At Global Policies you have at your fingertips the ability to create very advanced queries to analyze your book of business and run reports.  You can use every field or group of fields on the screen and tabbed area to query on.  This give you the ability to have incredible precision in creating the exact report you want.  The records selected from the query will show in the browse area.

In addition, when you tag a policy you can ...

• View that policies "Company Info" in a pop up window

• View the "Producer" and his information in a pop up window

• View all of the "Insured's Policies" by pulling up the Contact-Policy Window

• Jump to the "Contact/Insured" record.

• "View Policy" in another window showing the policy specifics (you can also see all of the policy information from the tabs below).

You will value how you will have such incredible flexibility to query your policies.  Below the Global Policy window is the current reports available from this window.  The key here is your defining the parameters and then choosing how you want to view the data.  The same selection of policies viewed by the different "Sub-Total" reports below will give you a different view of your data.