Bailment Insurance Policy Expiry Report

Bailment Insurance Policy Expiry Report

Purpose

Provides a listing of Bailment Dealers with Insurance Policies due to expire within the selected parameters

Timing

This report will be printed regularly to identify Bailment Dealers with Insurance Policies requiring renewal between specified dates

Access

  1. Bailment | Reports | Bailment | Insurance Policy Expiry Report

Report

Report Specific Parameters

Field
Explanation
Expiry Date Range
This enables the user to report on Insurance Policies due to expire between the specified dates
Policies Overdue by at least X Days
This enables the user to report on Expired Insurance Policies
Include Uninsured Bailment Dealers
This option is only valid if an Expiry Date Range has been entered or if only the Expired Policies are to be displayed

This option will include the Bailment Dealers which do not have any Insurance

Columns Reported

FieldExplanation
CodeThe Bailment Dealer Account Code
DescriptionThe Bailment Dealer Account Description
Policy ReferenceThis is the Reference of the Insurance Policy
Policy DescriptionThis is the Description the Insurance Policy
Active
This indicates whether or not the Insurance Policy is active
Insurer Client
This is the description of the Client associated with the Insurance Policy
Cover Amount
This is the Cover Amount entered on the Insurance Policy
Expiry Date
This is the Expiry Date entered on the Insurance Policy
Days Overdue
This is a calculated field

It is the number of days between the expiry date and the date of the report


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