Report: Summary of Insurance

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

The Summary of Insurance report allows you to create a summary of an insured's personal lines and commercial lines policies and/or submissions.

Access this report from any center or form that has a Toolbox menu. Selecting Toolbox > Reports opens the Reports - All list. Click Summary of Insurance Report. The Reports - Summary of Insurance selection form opens. Make your selections, click File and select to:

Print
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Report Selections

What is this?

Customer & Policy Selection

Field

What is this?

Name

To locate the customer, enter one or more characters of the customer name and then click Search. The Customer Search form opens for you to make your selection.

Select Current In-Force Policies Only

Choose this option to include policies where the expiration date is equal to or greater than the system date.

Cancelled, Non-renewed, and Not taken polices are not included when this option is selected.

Display Policy Detail Based on:

The date to use to determine what policies should appear on the Summary of Insurance report.

Field	What is this?
Current Date	(Default) Select this option to use the system date as the basis for policies to appear on the report.
Select Date	Select this option and enter a date to use as the basis for policies to appear on the report.

Available Policies / Submissions:

Currently only Personal policies are available for selection on this report.

Use this grid to select one or more policies/submissions to add to the Selected Policies/Submissionsgrid.

Add

Click to add the policies/submissions selected in the Available Policies / Submissionsgrid to theSelected Policies Submissionsgrid.

Add All

Click to add all of the policies/submissions that appear in the Available Policies / Submissions grid to the Selected Policies Submissions grid.

Remove

Click to remove the policies/submissions selected in the Selected Policies / Submissions grid.

Remove All

Click to remove all of the policies/submissions from the Selected Policies / Submissions grid.

Selected Policies / Submissions:

The policies/submissions that have been added from the Available Policies/Submissions grid.

These policies/submissions will be included in the Summary of Insurance Report.

Display Options

Options

What is this?

Display Options

Field	What is this?
Page Break For Each Policy	Choose this option when printing the report for multiple policies where you want to separate the report between policies.
Page Break For Each Line of Business	Choose this option when printing the report for policies with multiple lines of business and you want to separate the report between each line of business.
Suppress Page Numbers	Choose this option if you do not want page numbers to print on the report.

Agency Name & Address Selection

Field	What is this?
Agency Address	Choose this option to print the agency address on the report.
Customer Division Address	Choose this option to print the address of the customer's division on the report.
Customer Branch Address	Choose this option to print the address of the customer's branch on the report.
Customer Department Address	Choose this option to print the address of the customer's department on the report.
Customer Group Address	Choose this option to print the address of the customer's group on the report.

Include

Field	What is this?
Overview of Policies	Check this option to produce the Overview of Policiessub-report.
Applicant Info	Check this option to include information typically printed on the ACORD 125.
Additional Information	Check this option to produce the Additional Information page. Setup Click to open the Additional Information Setup form where you can make selections that affect the Additional Information sub-report.
Premium Summary	Check this option to produce the Premium Summary page. Setup Click to open the Premium Summary Setup form where you can enter premium information by line of business that will print on a separate page of the report.
Agency Defined Footer	Choose this option to print the footer that you have set up for your agency. Setup Click to open the Agency Defined Footer setup form where you can enter information that prints at the bottom of each page in the report.
Premiums	Choose this option to display premiums on all sections of the main report and all sub-reports, except the Premium Summary sub-report.

Personal Lines Options

Options

What is this?

General

Field	What is this?
Additional Interests	Choose this option to include Additional Interests on the report.

Homeowners / Personal Inland Marine

Field	What is this?
Scheduled Personal Property	Choose this option to include Scheduled Personal Property on the report.

Private Passenger Auto

Field	What is this?
Driver Schedule	Choose this option to include the Driver Schedule on the report.

Commercial Lines Options

Options

What is this?

Include Additional Coverage Options

You can select multiple options.

Field	What is this?
Policy Level Coverages	Check this box to include policy-level coverages in the report, as entered on the customer Policy.
Location Level Coverages	Check this box to include coverages entered at the location-specific level on the line of business form .
State Level Coverages	Check this box to include coverages entered at the level of the State on the line of business form.

Property

Field	What is this?
Additional Interests	Check this box to include Additional Interests entered at the location-specific level on the Commercial Property line of business form .
Premise Schedule	Check this box to include the commercial property schedule of premises, as entered in the Premise Information section of the Commercial Property line of business form.

General Liability

Field	What is this?
Classification Schedule	Check this box to include in the report the classification schedule, as it is entered in the Schedule of Hazards section of the General Liability line of business form.
Additional Interests	Check this box to include the Additional Interests entered on the General Liability line of business form.

Glass & Sign

Field	What is this?
Glass Schedule	Check this box to include in the report the Glass Schedule entered on the Glass & Sign line of business form.
Sign Schedule	Check this box to include in the report the Sign Schedule entered on the Glass & Sign line of business form.

Commercial Inland Marine

Field	What is this?
Scheduled Equipment	Check this box to include in the report the equipment schedule entered in the Equipment Floater > Equipment Summary > Scheduled Equipment section of the commercial Inland Marine line of business form.
Unscheduled Equipment	Check this box to include in the report the equipment schedule entered in the Equipment Floater > Equipment Summary > Unscheduled Equipment section of the commercial Inland Marine line of business form.
Additional Interests	Check this box to include the Additional Interests entered on the commercial Inland Marine line of business form.
EDP Scheduled Equipment	Check this box to include the equipment schedule entered in the Electronic Data Processing > Schedule of Equipment section of the commercial Inland Marine line of business form.
Valuable Papers	Check this box to include scheduled papers entered in the Accounts Receivable/Valuable Papers > Papers section of the commercial Inland Marine line of business form.

Business Auto / Garage & Dealers / Truckers

Field

What is this?

Vehicle Schedule

Check this box to include in the report scheduled vehicles entered in the Vehicle Information section of the Business Auto line of business form.

Field

What is this?

Sort By

Select the sort order for your results:

Customer Vehicle #
System Vehicle #
Year

Covered Auto Symbols

Check this box to include coverage data entered in the Covered Auto Symbols section of the Business Auto line of business form.

Driver Schedule

Check this box to include the driver schedule entered in the Driver Information section of the Business Auto line of business form.

Garage Location Schedule

Check this box to include the scheduled garage locations entered in the Garage Locations section of the Business Auto line of business form.

Additional Interests

Check this box to include the Additional Interests entered on the Business Auto line of business form.

Workers Compensation

Field	What is this?
Premise Schedule	Check this box to include a schedule of premises as they appear in the Classification/Rating Information section of the Workers Compensation line of business form.
Rating/Classification Schedule	Check this box to include the Rating/Classification Schedule entered on the Workers Compensation line of business form.

Report Options

The report will only print in landscape layout. Portrait layout is not available for this report.

Report Fields

Description

Heading Information

This information prints at the top of all pages in the Summary of Insurance.

Group/Field	What is this?
Summary of Insurance	This appears unless it is the Overview page, the Additional Information page, or the Premium Summary page.
Name	Customer last name, first name, if any, and customer firm name, if any.
Address City Stat e Zip	Customer Address information from Customer setup.
Phone	The phone number from Customer setup. If the customer has a firm name then both the residence and business phone numbers will print.
Email	The Customer email address.
Web Address	The web address entered for the Customer in Customer Setup.
Agency Information	The address that prints is based on the selection made in the Agency Name * Address Selection in the Display Options section of the report selection form. In addition to the name and address, the 24 Hour Phone number and email address will also print.

Report Information

The pages that print are based on the selections that you make on the Summary of Insuranceselection 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.

Report Options	Description
Adobe Acrobat (*.pdf)	This selection creates a Portable Document Format (pdf) file of the report. You must have Adobe Acrobat© to edit the report. To read the report you must have Adobe Acrobat Reader© , which can be downloaded free at 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.

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Report Selections	What is this?
Report Description	Accept the default description, or enter a new one that describes the report you are requesting.