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Insurance Account Renewal Date Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Insurance Account Renewal Date Report

The Insurance Account Renewal Date report helps you review insurance account renewal information in a detailed account export format.

Use this report to find accounts by renewal date, advisor, service advisor, source, product, provider, account status, office location, and related account details.

This report is based on Renewal Date. The main report section is Accounts Export List (Renewal Date).

This report is reporting-only. It does not renew, issue, update, or modify accounts.

This report can contain sensitive identity, household, contract, product, provider, age, tax, date, location, status, and financial information. Review and export this data only when appropriate for your role.

Open the Report

  1. In LeadCenter.AI, select Reports.
  2. Select Insurance Account Renewal Date .

This report refreshes every 15 minutes, so the latest data may not appear immediately.

Set the Renewal Date Range

Use the Renewal Date range to choose the renewal period you want to review. The account list updates based on the selected Renewal Date range and filters.

Filter the Report

Use the filters at the top of the report to narrow the account export list.

Available filters include:

  • Source
  • Insurance Company
  • Lead Stage
  • Status
  • Advisor Name
  • Business Type
  • Insurance Product Type
  • Insurance Product
  • AUM Product Type
  • AUM Product
  • In Sales Pipeline?
  • Office Location
  • Service Advisor Name

Select Reset Filters to clear the selected filters and return the report to its default view.

Use Optional Metrics

The report includes an Optional metrics control. Use it to review available optional table metrics shown in the report.

Review the Accounts Export List

The Accounts Export List (Renewal Date) provides account-level renewal detail for the selected Renewal Date range and filters. The table includes a grand total for applicable financial metrics.

The table includes:

  • Account ID Link
  • Advisor
  • Service Advisor
  • Contract Number
  • Lead Name
  • Spouse Name
  • Lead Arrival Date
  • App Signed Date
  • Account Issued Date
  • Renewal Date
  • Business Type
  • AUM Product Type
  • AUM Custodian Name
  • Insurance Product
  • Insurance Company
  • Wholesale Provider
  • Age Range Start
  • Age Range End
  • Is Tax Qualified?
  • Tax Type
  • Source
  • Status
  • Lead Stage
  • Office Location
  • Delivery Date
  • Forecasted Date
  • Ready Date
  • Received Date
  • Submited Date
  • Paid Date
  • Account Status
  • Amount Issued

Submited Date is the visible interface spelling used in the report.

Troubleshooting Missing Account Data

If an account does not appear as expected, review the account record and active filters.

  • Confirm the account has the appropriate Renewal Date saved.
  • Confirm related account fields such as status, advisor, product, provider, source, office location, and service advisor match the selected filters.
  • Check whether the selected Renewal Date range is narrowing the account list.

Download and Export

Select Download PDF to download the current report view as a PDF.

To export the account table as a CSV, click the table’s three-dot menu, then select Export.

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