Policy Term Register

The Policy Term Register report provides details about policies, separated by term, with the option to shift to another report to view the full policy information. This report can be run directly from the reports grid, or accessed by selecting an insurer from the Insurer Bound Premium Summary report.

When the report is selected from the reports grid, it opens with the default settings. When the report is accessed from the Insurer Bound Premium Summary report, the Effective Date From/To range is copied in.

Filter by...	Each of these filters can be enabled (select Y) or disabled (select N) to filter the results by the created, bound, or effective dates. Changing any of these options refreshes the report immediately. These filters are only available when accessing the report through the reports grid.
Start / End Date	These fields are active when the associated filter is enabled. Enter the dates, or select them from the calendar lookup , to restrict the results to terms that were created, bound, or become effective during the selected range. When a date is changed, the report must be refreshed manually. These filters are only available when accessing the report through the reports grid.

Distributor	Select a distributor to restrict the results to policies associated to that distributor, or select the default Distributor option to include all policies.
Term Status	Select a status to restrict the results to terms that currently have that status, or select the default Term Status option to include all statuses.
Effective Date From/To	Enter the dates, or select them from the calendar lookup , to restrict the results to transactions that take effect during the selected range. These fields are only available when accessing the report through the Insurer Bound Premium Summary report.

Click Run Report to refresh the report with the new settings.

The first level of the report provides the detailed information for each term, with the product identified by both name and code. The Gross Premium and Commission Amount are provided with totals.

Click a link in the ID column to view the full information for the selected transaction. This opens a new report, Policy Transaction Register, detailed below. As this is a different report, there is no navigation option to return to the Policy Term Register. The report will need to be run again from the reports list.