Policies With Balance Due

Report Name: Policies With Balance Due

RDL File Name: Financial_PolicyBalanceDue.rdl

Functional Area: Policy

Contents: The report displays a list of policies with balances due, with sub-totals by agency, line of business, by state and a grand total for the company. If there are several companies, there is a total for each company and a grand total for all companies. The report lists the following information:

• Policy Number

• Insured Name

• Effective Date

• Expiration Date

• Status

• Cancel Date

• Balance Due

Who Uses Report: The report can be used by Accounting management and staff to review all policies with a balance due and monitor Accounts Receivable per policy, as well as by agency, LOB, state and for the whole company. The report allows the users to filter by policy status.

When to Run Report: The report can be run daily preferably after End of Day Processing.

Input Parameters:

• Company (With an option for "All")

• State (With an option for "All")

• Line of Business (With an option for "All")

• Agency (With an option for "All")

• Policy Status: In-Force, Future, Cancelled, Pending, Denied, Non-Renewed, Expired, Record Only or Archived Quote (With an option for "All")