Client Management Company Rate Change Reports

Rate Change Reports

Reports are available from the Company Rate Change batch and a report is also available from the Report Manager.

Rate Increase List from the Company Rate Change Batch

You may print a list of all the recurring lines eligible for a rate change while you have a Company Rate Change batch open.  Press the Print Preview button located on the Main Application Function Buttons Toolbar to open the report in preview mode.  You may then print the report to a printer or export to a file by selecting one of the export option buttons on the upper right section of the print preview toolbar.

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