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Insurance Plans Report  

This report is a list of all insurance carriers and subscribers. 

Note: To control user access to this report, see Report Setup - Security Permissions.

  1. In the main menu, click Reports, Standard
  2. In the Lists section, click Insurance Plans.



  1. To filter the report to a specific carrier, enter it in the box. To include all carriers leave blank.
  2. Click OK to generate the report.

 

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