Report: Client Query Wizard: Clients With an Auto Policy

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Overview

The report below will output a list of all active clients with a personal auto policy. Prospects, quotes, and binders are not included, however the filters can be skipped if desired.

See Report: Client Query Wizard for additional details.

Process

  1. Select Client -> Client Query.
  2. Select Clients with a policy. Select Next.
    Clntqrywiz-withpolicy.png
  3. Enter the desired starting and ending active policy date range. The date range does not look at the effective date only; it finds any policy active/in effect during the period specified. Select Next.
    Clntqrywiz-wpol-dates.png
  4. Select Risk type -> Personal Auto to include all class codes with type "Personal Auto". (Optionally filter a specific Company, Transaction, Department, Class or Producer.) Select Next.
    Clntqrywiz-wpol-risktypes-pauto.png
  5. By default, all Policy Company Status types are included, in addition to quote transactions. Deselect Policy Type -> Quote and Binder. Select Next.
    Clntqrywiz-wpol-polstattype-noqb.png
  6. Select Additional Filters.
    Clntqrywiz-gen-1.png
  7. Un-check Select prospects.
    Clntqrywiz-gen-2-addl-noprospects.png
  8. Select Ok, then select Next.
  9. Select the desired Sort Method, then select then Next.
    Clntqrywiz-gen-3-sort.png
  10. Select the desired Output Format, then select Next. (See Client Query Wizard - Output Formats for more details)
    Clntqrywiz-gen-4-outputmethod.png
  11. Select Finish.