Policy Status Summary

Report Name: Policy Status Summary (By Specified Status)

.RDL File Name: Policy_StatusSummary.rdl

Functional Area: Underwriting

Contents: The report returns a summary listing of all policies with a specified status (i.e., In-Force, Future, History, Pending, etc.). Listed on the report are the following fields:

• Transaction Reason

• Months (Included in the input parameters)

Who Uses Report: Underwriting / policy processing personnel.

When to Run Report: Can be run at any time.

Input Parameters:

• Start Date / End Date
• Company / State / Line of Business (With an option for "All")
• Policy Status (All, In-Force, Future, History, Pending, Renewal Offer, Written Off, Initial Submission, Pending OOS, Reapplied, Void Due to OOS Cancel, Offset Due to OOS, Quote, Archived Quote Renewal Underwriting, Unprocessed Audit, Processed Audit, Revised Audit, Reversed Audit)
• Agency (With an option for "All")