Report: Submission Tracking

Use the Submission Tracking report to see the progress of placing your submissions. The report format includes detail, summary, and totals only.

You also have the option to include all suspense and activities related to the submissions.

Report Selections

Fields and Groups

What's this?

Customer/Submission Selection

Fields/Selections	What is this?
Customer	Use to identify One or All (default) customers to include in the report. To select a specific customer, enter one or more letters of the customer's name (optional) and click Search. The Customer Search form opens for you to select the customer.
Search	Use this link to find a specific customer for the report.
All	Check this box to include all customers in the report.
Submission Group	Available only when a specific Customer is selected. All groups for the selected customer are available in the list.
Submission #	Available only when a specific Submission Group is selected. All submissions for the select group are available in the list.
Submission Type	Select One or All (default) Submission Types.

Basic Submission Information

Fields/Selections

What is this?

Executive

The default is (All), or you can select a specific or multiple executives.

Representative

The default is (All), or you can select a specific or multiple representative.

Broker

The default is (All), or you can select a specific or multiple brokers.

Tran Type

The default is (All), or you can select a specific or multiple transactions.

Line of Business

The default is (All), or you can select a specific or multiple line of business.

Business Unit

Click the link to open the Business Unit Selections form and make your selections.

Company

Group/ Field	What is this?
Type	Use to limit your report to policies for One or All (default) types of companies.
Parent	Use to limit your report to policies for One or All (default) parent companies.
Writing	Use to limit your report to policies for One or All (default) writing companies.

The list is sorted first by status (active/inactive) and then by company name and includes the name, type (insurance/writing), and status (active/inactive) of each company.

Submission Date Range

Fields/Selections

What is this?

Date Range Based on

Choose one of the following. If you select a specific submission number, then these options become unavailable.

Field	What is this?
Sub Group Date	Select this option to use the date the submission group was created as the basis for the report.
Submission Eff Date	Select this option to use the effective date of the submission as the basis for the report.

Current Month

Choose this option to base the report on the current calendar month.

Select Dates

Choose this option and then enter specific From and To dates. The report includes submissions with dates based on your date range selection and within the dates entered in these fields.

Report Options

Fields/Selections

What is this?

Activity Suspense Options

Field	What is this?
Include Activity	Select this option to include all activities entered for the submissions.
Action	Available only when Include Activity is selected. Use to select One or All (default) actions.
Include Suspense	Select this option to include all open suspense items on the report.

Sort Order

You can sort the report by:

Company

Page breaks between companies.

Customer

No page breaks

Description

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

Display Formats

Field

What is this?

Detailed Format

Select this option to see all information for the submissions that meet your chosen report criteria.

Summary Format

Select this option to see information for the most recent transaction for the submissions that meet your chosen report criteria.

When you select this option, Current Tran Only is selected in the Display Options and cannot be changed.

If you select to include Activity,only the Activity summary will print without the comments entered for the Activity.

Totals Only

Select to see only totals based on your report selections.

When you select this option, Include Totals and Current Tran Only are selected in the Display Options and cannot be changed.

Display Options

Field	What is this?
Print Cover Page	Allows you to include a cover page listing the options selected for the report. This option defaults as unchecked.
Include Premium	Select this option to include the Full Term Premium, from the Basic Policy section, on the report.
Include Totals	Select this option to calculate totals on the report. See the Report Fields section in this topic for information on the totals that are reported.
Current Tran Only	Select this option to include only the most current submission transaction, based on current system date, on the report.

Report Fields

Report Field

Description

Customer Name

If a customer has both a Firm Name and Last Name, then the Firm Name prints first followed by the DBA, if entered, then the Last Name and First Name.

Submission Group

The group to which the submission is assigned.

Group Date

The date the submission group was created.

Submission #

The number given the submission at the time it was entered.

Dates

The date that appears varies based on the date option you selected for the report.

If you chose the submission group date, then that date appears in this column.

If you chose the submission effective date, then that date appears in this column

Type

The type of policy - package, monoline, etc.

Notation

This is any notation entered on the submission.

Line of Business

This is the particular line of business for the submission.

Transaction Date

This is the date of the particular transaction, i.e., New business quote.

Type

This is the transaction type - new, renewal, quote, etc..

Description

This is the description of the transaction.

Policy Personnel

Field	What is this?
Exec	The primary executive on the policy.
Rep	The primary customer service representative on the policy.
Broker	The broker on the policy, if applicable.

Division

This is the current business unit for the submission.

Branch

Department

Group

Company

The parent company providing coverage for the expiring policy.

Underwriter

This is the underwriter's name, if it was entered.

Full Term Premium

The total of amounts entered in the Full Term Premium field. This field is located on the Policy data entry form, Basic Policy section, Policy Totals group.

Total Submissions

The number shown in Total Submissions is the number of submissions included in the report.

The other categories and numbers are based on the total Submissions with the Activity Actions (Submission Responses) listed below:

Total	Activity Action
Submissions forwarded	Forward application submission
Company declines	Declined by company
Policies ordered	Order policy
Quotes received	Quote received
Customer declines	Declined by customer

CSV Columns

CSV Columns	Description
Customer - Firm Name	The Firm name entered customer information.
Customer - Last name, First name	The last and first names entered for the customer in customer information.
Submission Group, Date	This is the submission group and the date the individual submission belongs to.
Submission #	This is the submission number.
Submission Term	The term entered for the submission.
Company Type	The type of company on the policy. The categories are: Brokerage Insurance
Company	The parent company providing coverage for the policy.
Writing Company	The writing company for the policy.
Company Underwriter	The underwriter's name, if entered on the policy.
Submission Notation	The notation currently assigned to the policy.
Submission Type	The flag currently set on the expiring policy. The options are as follows: Non-Renewed Renewed Active Expired Not Taken Rewritten
Executive	The primary executive on the submission.
CSR	The primary representative on the submission.
Broker	The broker on the submission, if applicable.
Transaction Date	This is the date of the particular transaction for the submission.
Transaction	This is the individual transaction
Transaction Description	This is the detailed description of the transaction.
Line of Business	All of the lines of business entered on the submission.
Policy Division	The current business unit entered on the submission.
Policy Branch
Policy Department
Policy Group
Full Term Premium	The running total of amounts entered in the Full Term Premium field, in the Basic Policy section, Policy Totals group on the Policy data entry form.
Date/Time	This is date and time of the action associated with the submission.
Action	This is the activity action that was performed for the submission.
Description	This is the activity action described in more detail.
By	This is the person who created the activity action.
To	This is the person who a suspense is created for.
Suspended By	This is the person who created the suspense.
Priority	This is the priority for the suspense - Low, Normal or High
Action	This is the suspense action.
Suspense Text	This is the detailed text information for the suspense action.