*If you do not see the below reports in your profile, please contact Nexsure support to get these added. 

Preliminary Setup: Configuring Client Enterprise Codes 

Before running reports, ensure that all Client Enterprise Codes are properly configured in Nexsure.

This is a one-time setup: 

1. Navigate to Organization > Setup  

2. Click on Clients 

3. Select the checkbox “Auto-generate Enterprise code when client is created” checkbox.  

4. Click Generate to assign enterprise code to all existing clients. 

BOOK OF BUSINESS REPORT 

1. Navigate to Organization > Reports 

2. Click the Operations tab, then select the Policies Tab 

3. Open the Active Business section 

4. Click the Generate icon next to the AgencyKPI – Book of Business report 

5. Click on Run Now. When the Excel file opens, choose a location on your computer to save.  

PRODUCTION REPORT 

1. Navigate to Organization > Reports 

2. Click the Operations tab, then select the Production tab  

3. Open the Invoicing Section 

4. Click the Generate icon next to the AgencyKPI – Production Report 

5. Click on Run Now. When the Excel files opens, choose a location on your computer to save. 

Your reports are now ready to submit.  

Email reports to [email protected].