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Created by Jenna James
Created on Dec 19, 2022

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Export Agents current list of clients into Excel sheet

Feedback from Steph Oakley


Towards the end of the year, the business has been getting requests from agents requesting a list of their current inforce clients names and address to send out holiday cards. Could there be a way on the PBR to export a list of the agents clients into an Excel sheet with their contact info?

FW EXTERNAL Lis...
FAST PBR .msg
FW EXTERNAL List of My Active Life Policies in Excel format.msg
 FW EXTERNAL List of My Active Life Policies in Excel format.msg
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FAST PBR .msg
 FAST PBR .msg
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FW EXTERNAL List of My Active Life Policies in Excel format.msg FAST PBR .msg
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    Janelle Rose
    Reply
    |     Dec 12, 2023

    Could be taken care of with CSM/Salesforce