Daily Written Premium By Transaction

Report Name: Daily Written Premium by Transaction

.RDL File Name: Management_DailyWrittenPremiumbyTransaction.rdl

Functional Area: Underwriting / Accounting

Contents: Displays the following:

• Insured Name

• Policy Number

• Status

• Effective Date

• Expiration Date

• Transaction

• Reason

• Accounting Date

• Written Premium

Sorts By: The report sorts by company / state / line of business / transaction type (e.g., New Business, Renewal, Cancellation, etc.) A sub-total for written premium is then displayed within each transaction type. Total written premium by company / state / line of business / transaction type is displayed after each line of business.  

Who Uses Report: Accounting or underwriting to monitor written premium by line of business / transaction type on a daily basis.

When to Run Report: Daily; after End of Day Processing has completed.

Input Parameters: None