Contents: This is a daily report that displays a list of policy transactions according to a specified date range. Included on the report is the following information:
Policy Number
Transaction Type (Cancellation, New Business, Endorsement, Renewal, Reinstatement, Rewrite Full, Cancel-Rewrite, Renewal Underwriting, Binder, Deny Application, Non-Renewal, Record Only, Renewal Offer, Rewrite Pro Rata, Automatic Manual Cancellation or ALL Transactions)
Transaction Reason
Policy Pay Plan
Written Premium
(Current) Policy Balance
Next Billing Activity Date
Next Billing Activity Type
Who Uses Report: Underwriting / accounting or any department wishing to know what types of transactions are occurring on a daily basis or within a specified time frame.
When to Run Report: Daily or within a specific date parameter.
Input Parameters:
Start Date / End Date
Company
State
LOB
Transaction Type (All, Not Assigned, Cancellation, New Business, Endorsement, Renewal, Reinstatement, Rewrite Full, Cancel-Rewrite, Renewal Underwriting, Binder, Deny Application, Non-Renewal, Record Only, Renewal Offer, Rewrite Pro Rata, Automatic Manual Cancellation)