Type five numbers about your whole book once a month, so Book and your goals can show how the agency is doing.
2 minutes · Owner
Enter a month of office numberscoming soon · 1:30
1
Open Data from the menu and choose the Office tab.
2
Check the month beside the tabs. Use the arrows to change it.
3
Type your figures into the Office Metrics card.
4
Wait for the corner of the card to read ✓ Saved. There is no save button.
Take the figures from your carrier statements. They cover your whole book, including policies your team did not write.
Households: the households you insure.
Policy Count: the policies in force.
Premium: the premium of the whole book. It is the only field that takes cents.
Auto Gain and Fire Gain: the month's net change in auto and fire policies. Type a minus sign for a losing month.
Notes: anything worth remembering about the month.
Leave a field empty if you don't know it. Empty is not counted as zero.
Where the numbers show up
On Book, under Your book: HOUSEHOLDS, POLICIES IN FORCE and BOOK PREMIUM.
In the Goals window on Home, on Annual: NET GAIN/LOSS on the Auto and Fire cards is the total you have typed this year, set against your Gain / Loss (#) goal.
Tip. If the corner reads Error saving, the number did not go through. Type it again.
Frequently Asked Questions
How do I enter months from before we started?
Step back with the left arrow, one month at a time, and type them in.
Why does Book say a month is not entered?
A month counts as entered once Households, Policy Count or Premium has a figure.