Activity - action report sample

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The document is an activities-actions chart that shows the number of actions taken by 5 client service representatives (CSRs). CSR 3 took the most actions at over 250, focusing on underwriting, renewal, and policy edit. The chart provides a breakdown of actions across 14 different categories of tasks.

Business Technology

300
Activity - Actions Chart

250
8

45 31 Client Services
Underwriting

200 Renewal
Policy Edit
6 55
50 Policy
25 Note
Non-renewal
150 19 5
1 12
6 7 Memo
15 10 Marketing
46 General Audit
30
Endorsement
100 62 93
4 Communication
6
29 Cancellation
Activity
51
2 Accounting
5
1
50 35
46 16
22

21 24
12
27 1
2 13
15 12
1
2 1 12
0 1 2 2 5
CSR 2 CSR 4 CSR 5 CSR 3 CSR 1

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