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Access Premiums not Received Report

3 views 0 June 24, 2021 kbadmin

You can access the Premiums not Received Report by clicking the Premiums not Received Report link as depicted in the following figure:

Upon clicking this link, the following form is displayed.

This prompt displays the Carrier field. You can click the  icon adjacent to the Value field and select a record from the Lookup window.

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

The report header displays the Carrier name.

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 Status Displays the current status of the policy.
Premium Amt Displays the premium amount per frequency.
No. Of Unpaid Premium Displays the number of unpaid premiums.

 

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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