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Background

The homeowner dashboard provides agents with a quick glance at customer information for both EverBright and Concert homeowners.

How to Access

Go to https://app.powerbi.com/groups/me/apps/65d8b4c0-228f-4fdd-827a-e716510e016e/reports/e21ad18e-c3e5-4114-9b62-5d9a98b2c367/ReportSection?ctid=a1681294-4857-4624-8d04-edaddb44ee26 and under “Homeowner Dashboard” select either “EB Data” for EverBright homeowners or “Beam Data” for Concert homeowners.

If you do not have access, please use the Submit Request Access option upon launching the portal.

How to Search for a Homeowner

You can search for a homeowner by “Name, Phone, Email, Address, and/or Contract ID”.

ED Data results provide the Operational IRL on Engine.

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