Quote reports and metrics

Find quotes and history in Quotes Report; record contact outcomes on Dashboard. Quote Metrics and the separate Quote Stats map require Manager or Administrator access.

Find a quote and inspect its details

Where: Quotes Report, under Reports.

This is a review view. Change contact status on Dashboard.

1. Choose Office, Start, and End. Set Date to Created or Updated, then narrow by Status or customer details.
2. Click Search, then the Details eye icon. Main shows the summary; History shows contact changes. Agency, Customer, Policy, and Driver & Vehicle provide further details.

Record today’s quote follow-up

Where: Dashboard > Action Items > Quotes.

DNC means Do not contact. Called / Sent SMS record today’s contact, so the quote may return tomorrow. Sold, Rewrite, and DNC stop normal follow-up.

1. Find the customer with Search due quotes… and use View for details. Complete the call or message.
2. In Contact Today, open Today or the existing action and choose None, Called, Sent SMS, Rewrite, Sold, or DNC. It saves immediately.

Review quote performance

Where: Quote Metrics, under Reports.

The comparison shows Quotes, Closed, Bound, No Outreach, Close Rate, Bind Rate, and Premium. Suggestions do not change customer records; use Quotes Report for individual history.

1. Choose Office and Month, or Custom Range with Start / End. Click Get Metrics.
2. Use Performance Plan > Next Steps for suggested follow-up; use Office Breakdown or Market and Profile Detail to investigate the figures.

View mapped quote locations

Where: Quote Stats.

The map includes quotes with mapped locations. It is separate from Quote Metrics and does not edit quote status.

1. Choose Office, Start Date, and End Date. Narrow by Status or customer details, then Get Stats.
2. Choose an office tab to see its mapped quotes. If no locations appear, broaden the filters or check the saved address in Quotes Report.

Related guides

• Leads, quotes, and AMS follow-up
• Add and follow up with leads
• Goals and reports