Go to Reports (left navigational menu) > All Reports > select the yellow or orange View > enter a keyword, one that works best for me is "cross" > select search. In the report search filters enter the "line of business existing" ie. homeowners > enter then "line of business cross-sell" enter the LOB you wish to capture ie personal auto > select a date range and search. You can export to your desired format and done!
Cross-Selling Opportunities - Reports Print
Created by: Kristina J Tate
Modified on: Wed, 14 Oct, 2020 at 12:16 PM
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