How to Pull an Underwriting Remittance Report from AMSAugust 3, 2018
- Log in
- Go to Remittance Report under Reports/Services tab
- Select agency name if not already filled, the date type to pull by (generated date or policy date), and the date parameters in mm/dd/yyyy format.
- Click the Excel button to generate the report. Save as an excel document to your computer and email to firstname.lastname@example.org.
Note: If you would like to learn how to pull a report from your own reporting software, please contact your WFG Agency Representative or your software representative.