Recently, our iBIS staff has received inquiries from Agents looking for Personal Lines Renewal reports for prior months.  To help you download these reports, please follow this protocol:

  

From within the Renewal Report, select the “Refresh Data” button in the upper right hand corner.

 

In the “Prompts” box, select the “Refresh Values” button in the center of the box.

 

Select the Renewal Month – Name from the listing.  Follow the same process if the Renewal Year needs to be changed.

 

Once all the prompts are showing the values desired in the top portion of the “Prompts” box, click on the “Run Query” button located in the lower right hand corner.

 

As always, if you need additional assistance, don’t hesitate to contact eBusiness Support at 1-800-234-1133 extension 3000.

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