This document provides a step-by-step guide on how to locate all contacts that are under a specific company using the Reporting page in MedicareProCRM. By following these instructions, users can efficiently filter and generate reports based on specific Companies.

To access contacts under a specific company follow the steps outlined below:

Begin by going to your Reporting page within the MedicareProCRM interface.

In the Report Builder section, locate the "Filter By" dropdown menu.

From the "Filter By" dropdown, select "Individual: Policy: Company" to filter the contacts based on the company they have a policy with.

To the right of the "Filter By" dropdown, you will see options to select the specific Company you wish to include in your report.

Once you have made your selections, click on the "Run Report" button to generate the report.

By following these steps, you will be able to efficiently find and manage contacts with policies by a specific company in MedicareProCRM.