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

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Report: Policy List Report Training 7: Management

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Reports Policy List Report

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 Reports -> 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 policies cancelled the month of March, enter 03/01/2019 to 03/31/2019)
5. Un-Check the following items listed under Company Status:
   • Renewed
   • Replaced
6. Select Policy Type -> Policy.
7. Select Include Cancelled Policies.

   

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.