Command Reports for E&O Insurance Quotes with Easy Submission to Partners
All the data we need for E&O insurance quotes will be in command. Could we get reports specifically for this data and/or the ability to easily submit it to our partners at Keller Covered. I just used their online application and it would seem to me that we could integrate this.
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Our new Reports functionality in CommandMC (for Market Centers in the new Transactions experience) allows for Filters and Sorting that will fit these needs! You can pull by transaction type, sort by sold price, etc.