Exporting KelseyCare Book
Edited
Log into your KelseyCare broker Portal
Click Reports on the left (NOT Book of Business)
Click Book of Business Report
When the report loads, click the save icon and then save as CSV.
kelsey
import
export
Log into your KelseyCare broker Portal
Click Reports on the left (NOT Book of Business)
Click Book of Business Report
When the report loads, click the save icon and then save as CSV.