Report: Summary of Insurance
The Summary of Insurance report allows you to create a summary of an insured's personal lines and commercial lines policies and/or submissions.
The Summary of Insurance report is also available as a Quick Report from the sidebar menu on the Customer Center. The quick report provides a means of quickly getting a summary of insurance for the selected customer.
Access this report by either of the following methods:
- Search for and select a customer from the list, then select the report from the Quick Reports menu in the sidebar on the Customer Center. The Summary of Insurance report opens. (The report is not available unless a customer is selected.)
- On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.
When the report is accessed from a Quick Reports menu, some selections are pre-filled by default. You can change default entries as needed.
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Display Options |
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Agency Name & Address Selection |
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Include |
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General |
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Homeowners / Personal Inland Marine |
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Private Passenger Auto |
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Include Additional Coverage Options |
You can select multiple options.
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Property |
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General Liability |
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Glass & Sign |
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Commercial Inland Marine |
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Business Auto / Garage & Dealers / Truckers |
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Workers Compensation |
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Report Selections | What is this? |
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Report Description |
Accept the default description, or enter a new one that describes the report you are requesting. |
The report will only print in landscape layout. Portrait layout is not available for this report.
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Heading Information |
This information prints at the top of all pages in the Summary of Insurance.
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Report Information |
The pages that print are based on the selections that you make on the Summary of Insurance selection form. Information may be truncated to fit within the space allowed. |
The Summary of Insurance can be exported in several formats. Do the following to choose a format for export:
- From the Preview Report screen, click Export . The Export Report dialog box appears.
- Enter a File Name and select the type of file to create from the Save as type list.
- Click Saveto export the report.
Adobe Acrobat (*.pdf) |
This selection creates a Portable Document Format (pdf) file of the report. You must have Adobe Reader to read or edit the report. For more information about Adobe Reader, visit http://www.adobe.com. |
Microsoft Excel (*.xls) |
This selection creates a Microsoft Excel workbook of the report. You can then use Excel to view and edit the information. |
Microsoft Word (*.doc) |
This selection creates a Microsoft Word file of the report. You can then use Word to view and edit the information. |
Rich Text Format (*.rtf) |
This selection creates a text file of the report. You can then use an editor that supports RTF to view and edit the information. |