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