Report – Cases Started But Not Locked

Overview

This article provides a description of the Cases Started But Not Locked report on the iGo Dashboard for Carriers and BGA users.

Report Description

This report can be found in the iGo Dashboard on the Agent Analysis Tab for Carriers and on the Quick Look for BGA users. For more information about changing  reports see, How do I access different reports and Which iPipeline products can I report on.

This report must be downloaded to see the results. For more information on how to download a report see, How do I export a report to Excel.

This report displays Channel, Agency Name, Agent Full Name, PI Full Name, PI Age, PI Gender, Territory, Date (App Start), Policy Number, Product, Producer Number, Premium and Face Amount.  Use the Date Dimension filter to the left of the report to filter your results before exporting.

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