Learn how you can export your contact list for client retention & marketing purposes.
Note: These instructions are intended for street-level agents and APs. If you are an LOA agent, please be aware that your upline retains ownership of the book of business. You must receive permission from your upline before downloading or exporting any contacts assigned to you.
We know our agents sometimes need to create a filtered list for mail merges and printing labels. You can go through both walkthroughs on how to create that list for the mail merge, and how to export the list into Excel and Word:
The next step is making the labels with your previously created report. Below, you can learn about importing the report into Excel and then Word and printing your labels with your client information. Click the button below for the walkthrough: