Report: Unbilled Policies

This report identifies Customer Center policy premium and non premium transactions that are not yet billed via the Customer Center.

Review this report periodically to make sure that items that should have been billed were not missed.

What is this?

Customer

The default is (All) or you may Search and select a specific customer.

Transaction Effective Date

Option	What is this?
All Transaction Effective Dates	This is the default. Select if you want to include all unbilled policy transactions.
Select Ending Transaction Effective Date	Select if you want to include all unbilled policy transactions through a selected end date.

Policy Selection

Option/Field	What is this?
Customer Center Billed Method	Select this option to include unbilled transactions for: Agency and Direct Bill Agency Bill Only Direct Bill Only
Business Unit	Click the link to open the Business Unit Selections form and make your selections.
Representative	The default is (All) or you may select a specific representative.
Company Type	The default is (All) or you can select only: Insurance Brokerage Subscription
Company	The company list is populated based on the Company Type selected. Make a selection in this field if only one company is desired.

Sort Option

The default report sort option is Division, or you can select to sort by Representative.

Print Cover Page

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

Description

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

Report Fields	Description
Customer	Customer name.
Cust#	Customer account number.
Policy	Policy number.
Rep	Customer service representative short name.
Div	Division short name.
Dept	Department short name.
Company	Company short name.
Bill	Billing method ABI = Agency Bill DBI = Direct Bill
Tran	Policy Transaction Code (NBS, RWL).
Tran Date	Transaction effective date.
LOB/Chg	Transaction line of business for premium and charge code for non-premium items.
Premium	Amount of premium for the transaction.
Non Premium	Amount of non-premium for the transaction.

CSV Columns	Description
Div	Division short name.
Division	Division full name.
Dept	Department short name.
Department	Department full name.
CustomerName	Customer name.
Cust#	Customer account number.
Policy	Policy number.
Rep	Name of the customer service representative, formatted as last name, first name.
RepLastName	Last name of the representative.
RepFirstName	First name of the representative.
Comp	Company short name.
CompName	Company full name.
CompType	Company Type: Insurance Brokerage Subscription.
Bill	Bill method ABI = Agency Bill DBI = Direct Bill
Download	An (*) appears if the transaction was downloaded; otherwise it is blank.
Tran	Policy Transaction Code (NBS, RWL).
TranDescription	Transaction description.
TranDate	Transaction effective date.
LOB/Chg	Line of Business if premium; charge code if non-premium.
LOB/ChgDescr	Premium type (Property & Casualty, Life & Health, or Other); Fee description for non-premium.
PremAmt	Amount of the premium.
NonPremAmt	Amount of the non-premium.
CustLastName	Last name of the customer.
CustFirstName	First name of the customer.
CustMidName	Middle name of the customer.
CustFirmName	Customer firm name, if any.
Brnch	Branch short name.
Branch	Branch full name.
Grp	Group short name.
Group	Group full name.