• 1-Minute Article
  • |
  • Aug 03, 2020

Generating Reports

With Online Servicing, you can easily generate reports – giving you valuable insight into your contracts.

Getting Started
 

Log In to your Online Servicing account using your username and password.

Step 1: Login

A list of your contracts will display. Select the one you’d like to view.

Step 2: Select a contract you’d like to view

When the detail page for the selected policy opens, use the I want to drop-down menu to select Contract Details Report, which you can download as a PDF.

Step 3: Create a contract details as PDF or excel file

Looking for additional information?

Visit our Frequently Asked Questions to learn more about our Online Servicing system.

For additional assistance, call us at (888) 243-1974, Monday – Friday, 8:30 a.m. – 6:30 p.m. ET.