You can access the Policy Renewals Report by clicking the Policy Renewals Report link as depicted in the following figure:
Upon clicking this link, the following form is displayed.
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:
This report displays the Carrier name in the header.
The contents of the report are the following:
Column Name | Description |
Policy ID | Displays the policy ID. |
Line of Business | Displays the line of business to which the policy belongs to. |
Customer | Displays the customer name. |
Payee | Displays the name of the first payee. |
Payee 2 | Displays the name of the second payee. |
Policy Start Date | Displays the policy start date. |
Policy End Date | Displays the policy end date. |
Policy Renewal Date | Displays the policy renewal date. |
Policy Status | Displays the current status of the policy. |
Premium Amt | Displays the premium amount per frequency. |
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.