Contents: This report provides either a summary listing (by company / state / line of business) or a detail listing of all policies that have been cancelled within a user-selected number of days and any AR outstanding amounts associated with them. Once the summary is generated, click the plus (+) sign opposite the Policy Number field to display a detail listing of all policies under each company / state / line of business.
Listed on the report is the following information:
Cancel Date
Current Premium (Outstanding)
Current Surcharges (Outstanding)
Current Miscellaneous Charges (Outstanding)
AR Total Outstanding
Calculated Total Outstanding
A sub-total is then displayed for each company / state / business. A total, by state, is displayed which adds all lines of business totals. A grand total is then displayed for all at the end of the report.
Sorts By: Company / State / Line of Business.
Who Uses Report: Accounting can use this report to review any outstanding amounts on cancelled policies in order to either collect those amounts or waive any of those amounts.
When to Run Report: Can be run at anytime.
Input Parameters:
Company / State / Line of Business
Days Cancelled (All - 1 Day, 30, 60, 90 or 180)