Q:  What is the Results Tracking area in the MI-Rater? 
A:  The new Results Tracking Information window in the MI-Rater offers your agency a convenient way to track which quotes your producers are selling and the source of the leads.

Q: What is Results Tracking?
A: Results Tracking is a new product offered by FSC Insurance Solutions that will allow your agency to see how your producers and carriers are doing. (i.e closing percentages)

Q:  Do I have to use it?
A:  No, use is voluntary.

Q:  How do I view my results?
A:  With MI-Rater, version 6.2 Results Tracking is included.  Select a date range and click create reports.

Q:  How easy will getting the results be?
A:  Getting results from Results Tracking is as easy as choosing a date range (i.e. month to date, last month, last quarter, etc) and clicking on Create Reports. Microsoft Excel will automatically launch with your reports already created.

Q:  What will the results look like?
A:  You will have the ability to view many reports. See figure 1 and figure 2 for examples.

Q:  If I don't run the Results Tracking reports, why would I bother tracking this information?
A:  Although there is no requirement you start to track this information, you may wish to begin to capture the data, so that in the event you elect to utilize in the future, the information will be there.

Q:  May I require that the information be filled out on every quote?
A:  Yes.  You may require your users to complete certain fields prior to saving a quote by selecting fields in the Results Tracking setup page.

(Figure 1)

(Figure 2)