Perhaps your Agency wants to view your entire book of business on a single document. The Current Client Report allows you to see:
- The name of the Group
- The main Broker listed as Team Member 1
- The number of Employees in the Group
- The date that the Group was added into FormFire
- If the Group is considered active
Start by accessing the Reporting page. Go to the Admin menu on the left-hand side of the page and select Reporting.
Under Agency Reports, select Current Clients.
This delivers your Agency's entire list of current Clients in FormFire information in an easy-to-read PDF document. You can print or save the document to your computer.