Index:
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How to create a Report
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How to pull reports in excel.
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This document provides a detailed overview of key truMobile features, their functionality, and tips to optimize their usage. Use this as a reference to better understand the platform and enhance your workflow.
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Key Features of truMobile Reports
User Management
Users Table:
Contains a list of all signed-up users on the platform.
Note: Users are a subset of clients who have active logins. If a client isn’t listed, they haven’t signed up yet.
Provides information such as user status (active/inactive), insured name, policies linked, and login activity.
Key Columns:
Status: Indicates whether the user’s account is active.
Accounts may deactivate automatically due to policy expiry.
App Download Status: Specifies if the user has downloaded the app.
Date of Birth & Client ID: Used for verification and backend synchronization with BMS.
Line of Business Codes: Links to policy types (e.g., auto, home).
Login Activity
Tracks user activity, showing login timestamps, email addresses, and IP addresses.
Filters available to:
Identify inactive users (e.g., no login in the last month).
Create targeted campaigns encouraging app engagement.
Use Case: Run adoption campaigns using login activity data.
Example: Filter for users inactive for over a month and send re-engagement emails.
Policies
Displays detailed policy information, including:
Policy Effective and Expiry Dates: Annual policy terms.
Transaction Effective and Expiry Dates: Reflect midterm adjustments.
Scenario:
Midterm adjustments (e.g., adding a vehicle) update transaction dates without altering the original policy dates.
Columns:
Business Purpose: Indicates the reason for a transaction (e.g., renewal, cancellation, policy change).
Branch Code: Identifies branches or acquisitions for brokers with multiple locations.
Contract Number: the contract number for each carrier (this may be different if you have multiple locations)
Reports and Data Filters
Vehicles and Vehicle Coverages:
Vehicle reports show each vehicle linked to a policy.
Vehicle coverage reports provide granular data by breaking down individual coverages.
Filter Example:
Use a "contains" filter with coverage codes (e.g., ",44,") to isolate specific coverages without duplicates.
Properties and Property Coverages:
Similar to vehicle coverages but for real estate policies.
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How to create a Report and send Communication
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