This document provides a step-by-step guide on how to export the Anthem Book from the Producer Toolbox. Follow the instructions carefully to ensure a successful export of your client data.

Begin by logging into your Producer Toolbox account using your credentials.

Once logged in, click on the "Tools & Resources" option located in the navigation bar at the top of the page.

From the dropdown menu, select "Reports" to proceed to the reports section.

On the "Reports" page, click on "Select a report type" and then choose "Clients" from the available options.

After your results are displayed, locate the "Status" header dropdown. Ensure that only "Active" clients are selected to filter your report accordingly.

Please download as .xlsx file NOT CSV

By following these steps, you will successfully export the Anthem Book from the Producer Toolbox. If you encounter any issues, please refer to the help section or contact support for assistance.