Report: Policy List Report: Policies That Cancelled or Did Not Renew

From Agency Systems Wiki
Revision as of 18:59, 20 October 2014 by Mlively (Talk | contribs) (initial save)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search
Related Pages
Related Categories

Overview

This article outlines the steps to run a report that shows policies that cancelled or did not renew.

Since the policy list report will only report on the last sequence/transaction for a given policy number, if a policy has already been renewed, it will not display on the report.

Process

  1. Select AR -> Policy List Report.
  2. Select the desired Report By... sort method. (This is the order of the results).
  3. Select Date Method -> Expiration Date.
  4. Enter the desired Start Date and End Date. (Example: for the last 30 days 09/20/2014 to 10/20/2014)
  5. Un-Check the following items listed under Company Status:
    • Renewed
    • Replaced
  6. Select Policy Type -> Policy.
  7. Select Include Cancelled Policies.
    Report-policylist-cancelled-notrenewed.png
  8. Enter any additional desired codes for a specific company, class, producer, department or any other reporting option. All items are included by default.
  9. Select Preview or Print.