1

Define the Block

You can define a block for a policyholder or a group of policyholders meeting a set of criteria.
1.1

Make sure the Medical Stop Loss tab is selected.

1.2

To define a block as a policyholder, enter some or all of the policyholder name in the Search field and click Go.

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1.3

To define a block as a group of policyholders meeting a set of criteria, click the Query button to display the Query window.

A
Criteria category. Click a category to display its criteria.
B
Criteria for the selected category.
C
Your query displays here as you build it.
1.4

Build your query by selecting and defining the desired criteria as described below. Click a criteria category to see its corresponding criteria.

Policy Criteria

Administrator
Multi-Select Text parameter that lets you specify one or more administrators to search.
Administrator Category
Pick List parameter that returns records with the specified administrator categories.
Administrator Group
Pick List parameter that returns records with the specified administrator groups.
Agent of Record
Multi-Select Text parameter that lets you specify one or more agents of record to search.
Aggregate Advantage
Boolean parameter to specify whether to limit search results to policies with or without aggregate advantage.
Aggregate Contract Type
Pick List parameter that returns records with the specified aggregate contract types.
Aggregate Stand Alone
Boolean parameter to specify whether to limit search results to policies with or without aggregate stand alone.
Aggregated Spec
Boolean parameter to specify whether to limit search results to policies with or without aggregate spec.
Block Assignment
Pick List parameter that returns records with the specified block assignments.
Block Origin
Pick List parameter that returns records with the specified block origins.
Broker
Pick List parameter that returns records with the specified brokers.
Carrier
Multi-Select Text parameter that lets you specify one or more carriers to search.
Contract Advantage Plan
Boolean parameter to specify whether to limit search results to policies with or without a contract advantage plan.
Effective Date
Date Range parameter that returns records with effective dates falling within the specified date range.
Has Lasered Claimants
Boolean parameter that lets you specify whether to only return records with or without lasered claimants.
Lasered/Conditional
Pick List parameter that returns records with the specified lasered/conditional flags.
LCM UR Vendor
Pick List parameter that returns records with the specified vendors.
Marketing Rep
Pick List parameter that returns records with the specified marketing representatives.
Nurse Assignment
Pick List parameter that returns records with the specified nurse assignments.
Office
Multi-Select Text parameter that lets you specify one or more offices to search.
Policy
Multi-Select Text parameter that lets you specify one or more policies to search.
Producer
Multi-Select Text parameter that lets you specify one or more producers to search.
Producer Category
Pick List parameter that returns records with the specified producer categories.
Producer Group
Pick List parameter that returns records with the specified producer groups.
Producer Tier
Pick List parameter that returns records with the specified producer tiers.
Product Type
Pick List parameter that returns records with the specified product type.
Region
Pick List parameter that returns records with the specified regions.
Renewal
Boolean parameter to specify whether to limit search results to policies that are or are not renewals.
SIC
Pick List parameter that returns records with the Standard Industry Codes..
Specific Contract Type
Pick List parameter that returns records with the specified specific coverage contract types.
Specific Deductible
Value Range parameter that returns records where specific deductible amounts are within the specified range.
Specific Max Coverage Limit
Value Range parameter that returns records where specific maximum coverage amount limits are within the specified range.
Specific Unlimited Max
Boolean parameter that lets you specify whether to only return records where specific maximum is or is not unlimited.
Split-Funded Aggregate
Boolean parameter that lets you specify whether to only return records with or without split-funded aggregate.
Split-Funded Specific
Boolean parameter that lets you specify whether to only return records with or without split-funded specific.
State
Pick List parameter that returns records with the specified states.
Status
Pick List parameter that returns records with the specified statuses.
Sub Producer
Pick List parameter that returns records with the specified sub producers.
Tags
Pick List parameter that returns records with the specified tags.
Treaty
Pick List parameter that returns records with the specified treaties.
Underwriter
Pick List parameter that returns records with the specified underwriters.
UR Vendor
Pick List parameter that returns records with the specified UR vendors.

Summary Criteria

Gross Premium
Value Range parameter that returns records where gross premium amounts are within the specified range.
Group Size
Value Range parameter that returns records where group size is within the specified range.
1.5

Make any changes to the query as needed by clicking the criteria's Edit button in the Criteria pane.

A
Expands all query criteria items.
B
Collapses all query criteria items.
C
Removes all criteria from the query.
D
Lets you edit the currently select criteria.
E
Deletes the currently selected criteria.
1.6

Click Save to Favorites and save the query. Give the query a name in the Name field and click Save.

1.7
Click Execute to run the query.
1.8

If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.