Account Health Pages

In the Producer Portal, you can get lists of your accounts that show the scores for each account. These pages can be searched and filtered in various ways so that you can better track the health of your accounts. You can also see details about a particular account including its specific KPIs, its product consumption, and its renewal health.

Section

Description

Accounts Health Page

Discusses the Accounts Health page and its functionality.

Account Detail Pages

Describes the account detail pages and what information is included on each tab.