3
Query Account Search – All
3.1
Click the All tab.
3.2
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.
3.3
Select and define the desired query criteria as defined below. Click a criteria category to see its corresponding criteria.
Policy Criteria
Agent of Record
MultiSelect Text parameter that lets you specify one or more agents of record to search.
Block Assignment
Pick List parameter that lets you specify one or more block assignments to search.
Block Origin
Pick List parameter that lets you specify one or more block origins to search.
Broker
Pick List parameter that lets you specify one or more brokers to search.
Carrier
MultiSelect Text parameter that lets you specify one or more carriers to search.
Effective Date
Date Range parameter that lets you search accounts with effective dates lying within the specified range.
Expiration Date
Date Range parameter that lets you search accounts with expiration dates lying within the specified range.
Line of Business
Pick List parameter that lets you specify one or more lines of business to search.
Marketing Rep
Pick List parameter that lets you specify one or more marketing representatives to search.
Office
MultiSelect Text parameter that lets you specify one or more offices to search.
Producer
MultiSelect Text parameter that lets you specify one or more producers to search.
Region
Pick List parameter that lets you specify one or more marketing representatives to search.
Renewal
Boolean parameter that lets you search for accounts that are or are not renewals.
Sales Administrator
Pick List parameter that lets you specify one or more sales administrators to search.
SIC Code
Pick List parameter that lets you specify one or more SIC codes to search.
State
Pick List parameter that lets you specify one or more states to search.
Tags
Pick List parameter that lets you specify one or more tags to search.
Treaty
Pick List parameter that lets you specify one or more treaties to search.
Underwriter
Pick List parameter that lets you specify one or more underwriters to search.
Policy Status Criteria
3.4
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.
3.5
If you want to keep the query to use again, click Save to Favorites to display the Save to Favorites window. Give the query a name in the Name field and click Save.
3.6
Click Execute to run the query.
3.7
If you want to run an existing query, click Open Favorites, select the query and click OK, then click Execute.
