|
|
 
Immediate access to a list of outstanding bonds is available to agents,
underwriters, and clients. The user can select the following:
 |
Columns and column order in the report |
|
Sort order for the report |
|
Totals, subtotals, and grand totals |
|
Search criteria including clients, client
subsidiaries, type of bond, effective date, producers, servicers,
etc. |
|
Grouping and subtotaling by many different items |
|
Export to Microsoft Excel |
|
Summary reports that show only totals and subtotals |
|
Headings |
Figure 10 - The Bond List Reporting Tool
For a live demonstration of SurePath and SureForm, please contact our Los
Angeles office at (818) 783-3460, or email us at info@insurevision.com.
|
