Difference between revisions of "Report: Policy List Report: Policy Expiration List"

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[[Category:Reports]][[Category:Policy List Report]][[Category:Policy Tasks]][[Category:Month-End]]
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[[Category:Reports]][[Category:Policy List Report]][[Category:Month-End]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
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<li>[[:Category:Reports|Reports]]</li>
 
<li>[[:Category:Reports|Reports]]</li>
 
<li>[[:Category:Policy List Report|Policy List Report]]</li>
 
<li>[[:Category:Policy List Report|Policy List Report]]</li>
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<li>[[:Category:Policy Tasks|Policy Tasks]]</li>
 
 
<li>[[:Category:Month-End|Month-End]]</li>
 
<li>[[:Category:Month-End|Month-End]]</li>
 
</ul>
 
</ul>
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</table>
 
</table>
  
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The policy expiration list completed from the [[Report: Policy List Report|Policy List Report]] is defined as:
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The policy expiration list is defined as:
 
:"All policies set to expire in a given month that '''have not''' been renewed, replaced, or marked as business not-renewed".  
 
:"All policies set to expire in a given month that '''have not''' been renewed, replaced, or marked as business not-renewed".  
  
 
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 policy list expiration report.  
 
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 policy list expiration report.  
  
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For additional policy expiration list options, see [[#Other Considerations|the section below]].
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[[File:Ic_info_black_24dp.png]] For additional policy expiration list options, see [[#Other Considerations|the section below]].
 +
 
 +
=== Frequently Asked Questions (FAQ) ===
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*[[Memowriter: Policy Memo|How do I send a renewal letter to each customer on a policy expiration list?]]
  
 
=== Process ===
 
=== Process ===
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The policy expiration list can be completed manually, or through the [[Report: Automatic Reports|Automatic Reports]] function.
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The policy expiration list can be completed manually through the [[Report: Policy List Report|Policy List Report]], or [[Report: Automatic Reports|Automatic Reports]] function.
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#Select '''AR -> [[Report: Policy List Report|Policy List Report]]'''.
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#Select '''Client -> Policy Expiration List -> Policy Expiration List (Pending Only)'''.
 
#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''.  
 
#Select the desired '''Report By...''' sort method. ''(This is the order of the results)''.  
 
#Select '''Date Method -> Expiration Date'''.
 
#Select '''Date Method -> Expiration Date'''.
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#Enter the desired '''Start Date''' and '''End Date'''.  ''(Example: for all September 2014 expirations enter 09/01/2014 to 09/30/2014)''
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#Enter the desired '''Start Date''' and '''End Date'''.  ''(Example: for all April 2019 expirations enter 04/01/2019 to 04/30/2019)''
 
#'''Un-Check''' the following items listed under '''Company Status''':  
 
#'''Un-Check''' the following items listed under '''Company Status''':  
 
#*Renewed
 
#*Renewed
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#*Not-Renewed.
 
#*Not-Renewed.
 
#Select '''Policy Type -> Policy'''
 
#Select '''Policy Type -> Policy'''
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#:[[File:Report-policylist-expirations.png]]
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#:[[File:client-policyxlist-pending.png]]
 
#Enter any additional desired codes for a specific [[Company Profile|company]], [[Class Profile|class]], [[Producer Profile|producer]], [[Department Profile|department]] or any other reporting option.  All items are included by default.
 
#Enter any additional desired codes for a specific [[Company Profile|company]], [[Class Profile|class]], [[Producer Profile|producer]], [[Department Profile|department]] or any other reporting option.  All items are included by default.
 
#Select '''Preview''' or '''Print'''.
 
#Select '''Preview''' or '''Print'''.
  
 
=== Other Considerations ===
 
=== Other Considerations ===
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To report on all policy transactions with a specific expiration date, regardless if they have been renewed, select '''AR -> Policy Reports -> Policy Expiration List'''.  This report will list all expiring transactions for a policy during the period.  
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==== Policy Report ====
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To report on all policy transactions with a specific expiration date, <span style="color:red">regardless if they have been renewed</span>, select '''Client -> Policy Expiration List -> Policy Expiration List (All Policies) '''.  This report will list all expiring transactions for a policy during the period.  
 +
 
 +
[[File:client-policyxlist-allpolicies.png]]
  
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==== Dashboard Tab (User) ====
 
The [[Dashboard Tab (User)#Expiring_Policies|operator dashboard includes an Expiring Policies band]] which is specific to the current operator.  The expiring policy band will obsolete the need for running printable expiration lists in most cases, since it is always up to date, and does not require an administrator to run the reports for individual users.   
 
The [[Dashboard Tab (User)#Expiring_Policies|operator dashboard includes an Expiring Policies band]] which is specific to the current operator.  The expiring policy band will obsolete the need for running printable expiration lists in most cases, since it is always up to date, and does not require an administrator to run the reports for individual users.   
  
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[[File:training1-dashboard-exppol.png]]
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:[[File:expiringpol-band-clientdash.png]]
 +
 
 +
==== Management Tab ====
 +
The '''[[Management_Tab#Management:_Operator_Tab|Management Tab -> Operator]] -> All Details''' tab also contains an agency-wide '''Expiring Policies''' band below the '''Active Policies''' band.  The Expiring Policies band contains date range buckets similar to the operator-specific bands available from the [[#Dashboard Tab (User)|Dashboard Tab]].
 +
 
 +
#Select the [[Management Tab]].
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#Verify the '''Operator''' tab is selected.
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#Select '''All Details'''.  This will display all active policies for the agency.
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#Collapse the '''Active Policies''' band.
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#Expand the '''Expiring Policies''' band for an agency-wide list of expired or expiring policies.
 +
:[[File:expiringpol-band-managemttab.png]]

Latest revision as of 20:40, 20 March 2019

Related Pages
Related Categories

The policy expiration list is defined as:

"All policies set to expire in a given month that have not been renewed, replaced, or marked as business not-renewed".

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 policy list expiration report.

Ic info black 24dp.png For additional policy expiration list options, see the section below.

Frequently Asked Questions (FAQ)

Process

The policy expiration list can be completed manually through the Policy List Report, or Automatic Reports function.

  1. Select Client -> Policy Expiration List -> Policy Expiration List (Pending Only).
  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 all April 2019 expirations enter 04/01/2019 to 04/30/2019)
  5. Un-Check the following items listed under Company Status:
    • Renewed
    • Replaced
    • Not-Renewed.
  6. Select Policy Type -> Policy
    Client-policyxlist-pending.png
  7. Enter any additional desired codes for a specific company, class, producer, department or any other reporting option. All items are included by default.
  8. Select Preview or Print.

Other Considerations

Policy Report

To report on all policy transactions with a specific expiration date, regardless if they have been renewed, select Client -> Policy Expiration List -> Policy Expiration List (All Policies) . This report will list all expiring transactions for a policy during the period.

Client-policyxlist-allpolicies.png

Dashboard Tab (User)

The operator dashboard includes an Expiring Policies band which is specific to the current operator. The expiring policy band will obsolete the need for running printable expiration lists in most cases, since it is always up to date, and does not require an administrator to run the reports for individual users.

Expiringpol-band-clientdash.png

Management Tab

The Management Tab -> Operator -> All Details tab also contains an agency-wide Expiring Policies band below the Active Policies band. The Expiring Policies band contains date range buckets similar to the operator-specific bands available from the Dashboard Tab.

  1. Select the Management Tab.
  2. Verify the Operator tab is selected.
  3. Select All Details. This will display all active policies for the agency.
  4. Collapse the Active Policies band.
  5. Expand the Expiring Policies band for an agency-wide list of expired or expiring policies.
Expiringpol-band-managemttab.png
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