Financial Policy Credit Balance

Report Name: Financial Policy Credit Balance

.RDL File Name: Financial_PolicyCreditBalance.rdl

Functional Area: Accounting / Billing

Contents: Listed on the report is:

• Policy Number

• Insured Name

• Effective / Expiration Date

• Status

• Cancel Date

• Credit Balance

The report displays a Policy Count sub-totaled by state and line of business with a grand total for the company. It further displays a Credit Balance and is sub-totaled by state, line of business with a grand total for all at the end of the report.

Who Uses Report: Accounting management can use this report to review all policies having credit balances to determine if the balances can be applied to other policies an insured may have.

When to Run Report: As needed.

Input Parameters:

• Company / State / LOB (With an option for "All")
• Individual Agency (With an option for "All")