A report that I use to forecast results the way coffee predicts We Did Business slips is a simple report called
"Insured e-Sign Follow Up". This report is very significant to our agency because it provides me with
confirmation that the insured has signed all required documents pertaining to their policy. Often times,
policies are issued with specific discounts and credits that requires the applicant to acknowledge
understanding and receipt of their promise to fullfill the obligations of the policy holder.
The report provides me with copies of all the document with the insured signature.
This is like a "We Did Business Slips" because it is a "Win" for the agent and a "Win" for the insured.