Report: Binder Log

Use the Binder Log to track the status of binders. The report includes a list of binder recipients as well as information on whether the binder has been replaced.

Access this report by either of the following methods:

  • On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.
  • Click Binder Log. This opens the Report: Binder Log selection form.
Binder Log SelectionsWhat is this?

Binder Date Range

OptionsWhat is this?

Date Range Based on

OptionsWhat is this?

Binder Eff Date

Choose this option to search for Binders based on their inception or effective date.

Binder Exp Date

Choose this option to search for Binders based on their expiration date.

Current Month

Use this option to select binders based on their effective or expiration date for the current calendar month.

Select Date

Use this option to select binders based on their effective or expiration date for a range other than the current month.

Type in the date range or use the date picker to select the range.

Basic Policy Selection

Field/LinkWhat is this?

Company

Select to include binders for All (Default) or One parent company.

Executive

Select to include binders for One, Multiple, or All executives.

Representative

Select to include binders for One, Multiple, or All representatives.

Broker

Select to include binders for One, Multiple, or All brokers.

Type of Business

Select to include binders for One, Multiple, or All types of business (e.g., Personal Lines, Commercial Lines, Benefits).

Business Unit

Select to include binders for All or a combination of Business Units.

Customer/Binder Selection

FieldWhat is this?

Customer

Use to select binders for All customers, or take the check mark out of the All box and Search for an individual customer.

Search

Use this link to search for an individual customer.

All

Check this option to include all customers.

Policy #

Select to include binders for All (default) or an individual policy.

This field is disabled unless one specific customer is selected.

Binder Status

Select to include binders for All or a specific Binder Status:

  • Active
  • Cancelled
  • Extended
  • Replaced by Policy

Binder #

Select to include All (default) binder numbers or One specific binder number.

Report Options

check box/FieldWhat is this?

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Sort Order

Choose an order for sorting the binders. The options are:

Broker

Company

Customer (Default)

Executive

Representative

The secondary sort is by Binder number.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

 

The following table lists the information available on the report for the binder and the policy for which it is issued. The second table lists the information for the Additional Interests for whom the binder was issued.

Report FieldsDescription

Customer Name

If a customer has both a firm name and a first and last name, the Firm Name prints first, then the DBA, if entered, then the Last Name, First Name.

Binder #

The number assigned to the issued binder.

Binder Dates

The effective and expiration dates of the binder.

Status

The current status of the Binder. Status's include the following:

  • Active
  • Cancelled - The binder was assigned a cancelled status in eForms Manager
  • Corrected
  • Open
  • Replaced by Policy - The binder was replaced by a policy and processed in eForms manager

Reference

If the binder has been extended or replaced by a policy, the corresponding binder or policy number appears .

Policy Number

The policy number for which the binder was issued.

Policy Dates

The effective and expiration dates of the policy.

Policy Personnel

The policy personnel assigned to the referenced policy.

  • Executive (Exec)
  • Representative (Rep)
  • Broker (Brok) if applicable

Business Unit

The Business Unit to which the policy is assigned.

  • Division (Div)
  • Branch
  • Department (Dept)
  • Group

Company

The parent company assigned to the policy.

Underwriter

The underwriter listed on the policy.

The following table lists information for the Additional Interests for whom the Binder was issued.

Report FieldsDescription

Company

The parent company assigned to the policy.

Additional Interest

The name of the Additional Interest for whom the binder was issued.

Contact

The Contact name for the Additional Interest.

Address

The address entered on the binder for the Additional Interest.

City, State, Zip

Email

The Email address listed on the binder for the Additional Interest.

Type

The type of Additional Interest (e.g., Lienholder, Mortgage & Loss Payee).

 

CSV ColumnDescription

Customer - Firm Name

The Firm Name entered for a commercial customer.

Customer - Last name, First name

The Last and First Name entered for a personal or commercial customer.

Policy Number

The number of the Policy for which the binder was issued.

Binder Number

The number assigned to the binder.

Binder Dates

The effective and expiration dates of the binder.

Binder Status

The current Status of the Binder. Status's include the following:

  • Active
  • Cancelled - The binder was assigned a cancelled status in eForms Manager.
  • Corrected
  • Open
  • Replaced by Policy - The binder was replaced by a policy and processed in eForms Manager.

Binder Reference No

If the binder has been extended or replaced by a policy, the corresponding binder or policy number appears.

Policy Dates

The effective and expiration dates of the policy.

Policy Exec

The personnel assigned to the referenced policy.

Policy Executive

Policy Representative

Policy Broker (if applicable)

Policy Rep

Policy Broker

Policy Division

The Business Unit to which the policy is assigned.

Policy Branch

Policy Department

Policy Group

Company

The parent Company assigned to the policy.

Company Underwriter

The Underwriter listed on the policy.

Interest Type

The type of Additional Interest (Lienholder, Mortgage & Loss Payee).

Binder Name 1

The name of the Additional Interest for whom the binder was issued.

Binder Name 2

The name entered on the second line of the Additional Interest data entry.

Binder Contact Name

The Contact name entered for the Additional Interest.

Binder Addr 1

The address entered on the binder for the Additional Interest.

Binder Address 1

Binder Address 2

Binder City

Binder State

Binder Zip

Binder Addr 2

Binder City

Binder State

Binder Zip

Binder E-Mail

The email address listed on the binder for the Additional Interest.

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