Advisors/Agencies - Production Content Link

Main Content

This help page describes a content link feature accessible when viewing advisor or agency information. The functionality allows users to quickly access a summary of production data.

Key Features

• Displays production summary organized by line of business
• Shows data segmented by carriers/products
• Includes customizable date ranges
• Associated with the Production Dashboard for more detailed analysis

Description

When viewing an advisor or agency, the user can access this content link to display a quick summary of production by line of business, or carriers/products and date ranges.

Related Documentation

The page references related documentation on the Production Dashboard and tabs/content links, directing users to those resources for additional information.

Visual Element

The page includes a screenshot labeled "advisor_content_link_production.png" showing how the production summary appears in the interface.