Step 1: Open QQ Catalyst
Step 2: Click “Reports” from the navigation menu at the top of the page
Step 3: Click “Add New Report”
Step 4: From the Report Category menu – select “Customers”
Step 5: Under “Data Sources - Customer” click the check box for “Customer Information”
Step 6: Under “Data Sources – Policy” click the check box for “Policy Information”
Step 7: Click “Next” in the bottom right of the page
Step 8: The next page lets you define Report Columns. You’ll need to add each of the
following columns:
- “First Named Insured”
- “Customer Number”
- “Customer Zip Code”
- “Customer Since Date”
- “Line of Business”
- “Policy Number”
- “Policy Premium”
- “Parent Carrier”
- “Writing Carrier”
- “MGA/Broker”
- “Producer”
- “Agent on Policy”
- “CSR on Policy”
- “Policy Status”
- “Effective Date”
- “Policy Business Type”
- “Expiration Date”
- “Policy Business Type”
- “Customer Status”
Step 10: The next screen lets you Refine Report. Click “Click here to add filters”
Step 11: Change “Column” field to “Policy Status”
Step 12: Change “Value” field to “Active”
Step 14: Click “Add Another Filter”
Step 15: Select “Customer Status” to “Active”
Step 16: Click “Next” in the bottom right of the page
Step 17: Click “Next” thru the Organize Report
Step 18: Click “Next” thru the “Calculate Data” Page
Step 19: On the “Add New Report: Report Preview” screen, click the “Name” field. Give
your report a name.
Step 20: Scroll down on the “Add New Report: Report Preview” page and click “Select All”
under the “Locations” heading
Step 21: Click “Save And Run” in the bottom right of the page.
Step 22: QQ Catalyst will open a Pop-Up menu. Under the “Export To” field, click the
dropdown and change from “PDF” to “Spreadsheet.”
Step 23: Click “Run”
Step 24: Confirm the file saved
Step 25: Upload the file to Agency Focus