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Access Policy Cancellations Report

2 views 0 June 24, 2021 kbadmin

You can access the Policy Cancellations Report by clicking the Policy Cancellations Report link as depicted in the following figure:

Upon clicking this link, the following form is displayed.

This prompt displays Start Date and End Date parameters and Value fields to display the corresponding parameter values.

Click the text fields adjacent to the Start Date and End Date fields and select the required dates from the Calendar.

Click the  button. The search operation is performed using the entered Start Date and End Date parameters and the report is generated. A sample report is displayed in the following diagram:

The contents of the report are the following:

Column Name Description
Policy ID Displays the ID of the policy.
Line of Business Displays the LoB to which the business belongs to.
Policy Type Displays the type of the policy.
Customer Displays the customer name.
Policy Amt Displays the policy amount.
Premium Frequency Displays the premium frequency.
Start Date Displays the policy start date.
End Date Displays the policy end date.
Renewal Date Displays the policy renewal rate.

 

The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.

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