Policy Daily Transactions

Report Name: Daily Transactions

.RDL File Name: Policy_DailyTransactions.rdl

Functional Area: Underwriting / Policy Processing

Contents: The following information is listed on the report.

• Policy Number

• Insured

• Transaction Date

• Transaction Effective Date

• Expiration (Date)

• Agency

• Transaction Type (New Business, Renewal, Endorsement, etc.)

• Status

• Amount

Each Company / State / Line of Business is displayed separately. Totals are listed for each company/ state / line of business combination. Total premium is calculated and displayed for all companies / states / lines of business at the end of the report.

Who Uses Report: Underwriting / policy processing personnel.

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

Input Parameters:

• Transaction Start Date

• Transaction End Date

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

• Individual agency (With an option for "All")

• Sort Order Within CSL: Agency Name or Agency Code