November 24, 2004 Tip 57: New 'At-Risk Policy Report' Can Help You Improve Retention Which of your policies are most at risk of cancelling? No one has a crystal ball, but our new At-Risk Policy Report comes close. This modernLINK®-based report is updated daily and uses tendencies, policy characteristics and historical data to assign an at-risk score to policies that have a payment due or are scheduled to cancel for non-payment. It also provides a list of your expiring policies. In short, it helps you focus your efforts where they'll do the most good. Here's how you can start using this powerful tool today: Log-on to modernLINK. The only way to access this report is through modernLINK. If you're not a registered modernLINK user, give our Agency Service Support Team a toll-free call at 866-527-9583. Click "Reports" in the "Other" section of the modernLINK "Quick Start" menu. The "Reports" page will open. Select the combination of "Agent," "Company" and, if appropriate, "Subproducer(s)." If you have subproducers, you can either choose to generate an "Agent Report" that will show all your at-risk policies excluding subproducer business or choose a "Subproducer Report" that will let you pick one or more subproducers to display. If you select one report, a report will automatically appear . If you select multiple subproducers, a list of reports will appear at the bottom of the page. Click on the report that you want to view. You can either work directly from the on-screen view of the report or print it out for one or more people to work from as time permits during the day.