1
Report by Close Period
1.1
Click the Bordereaux tab, then choose Close Period from the Report By drop-down. Use the additional drop-down menus to further define the report results. Use the vertical and horizontal scroll bars as necessary to see clipped report data.
A
Click to display the corresponding Treaty Summary bordereau.
B
Lets you select whether to report by close period or treaty.
C
Choose the closing period to report. Visible only when you have selected to report by close period.
D
Choose how you want to group the report.
E
Choose whether to report excess layer as gross or net.
F
View the bordereaux for Medical Stop Loss.
G
Export the report to Excel format.
H
View the bordereaux for Group Term Life.
I
J
K
L