Medical Stop Loss Quote Reports

Medical stop loss quote reports return information based on items showing in the Quote Log list.

Medical Stop Loss Quote Reports Process

Medical Stop Loss Quote Log Report – Reports stop loss quotes. Includes policy effective date, prospect name and address, producer, underwriter, status, receipt and quote dates, etc. Sortable by effective date, producer, administrator, broker, agent of record, carrier, underwriter, marketing representative, region, received date, due date, original quote date, last quote date, status, effective month, quarter, prospect name, and state.

Medical Stop Loss Quote Log Detail Report – Reports detailed information on stop loss quotes. Includes policy effective date, prospect information, carrier, underwriter, market, quote status, receipt and quote dates, etc. Sortable by effective date, producer, administrator, broker, agent of record, carrier, underwriter, marketing representative, region, received date, due date, original quote date, last quote date, status, effective month, quarter, prospect name, and state.

Medical Stop Loss Quote Statistics Report – Reports stop loss quote statistics by new business, renewals and a total of both renewal and new business. Includes number received, prepared, quoted, sold and quote / sale ratio. Sortable by effective date, producer, administrator, broker, agent of record, carrier, underwriter, marketing representative, region, effective month, and quarter.

Medical Stop Loss Quote Statistics - New Business Report – Reports stop loss quote statistics for new business as well as statistics for renewals plus new business. Includes number received, prepared, not quoted, declined, quoted, and sold as well as sold / quote and declined / received ratios. Sortable by effective date, producer, administrator, broker, agent of record, carrier, underwriter, marketing representative, region, effective month, and quarter.

Medical Stop Loss Quote Statistics - Renewal Report – Reports stop loss quote statistics for renewals as well as statistics for renewals plus new business. Includes number received, prepared, not quoted, declined, quoted, and sold as well as sold / quote and declined / received ratios. Sortable by effective date, producer, administrator, broker, agent of record, carrier, underwriter, marketing representative, region, effective month, and quarter.

Medical Stop Loss Producer Follow-up Report – Provides follow up data for medical stop loss producers. Includes producer, contact, and prospect information; policy effective date; revised date; status; underwriter; marketing representative; third-party administrator; census; specific deductible; and total premium amount.

Medical Stop Loss Marketing Follow-up Report – Provides follow up data for stop loss marketing. Includes producer, contact, and prospect information; renewal status; revised date; quote status; underwriter; third-party administrator; census; specific deductible; manual percent; and total premium.

Medical Stop Loss Underwriting Follow-up Report – Provides follow up data for stop loss underwriters. Includes policy effective date, prospect name and address, renewal status, producer name, third-party administrator, receipt and due dates, status, and underwriter.

Medical Stop Loss Producer Status Report – Reports stop loss producer status. Includes producer name and state, policy effective date, prospect name, renewal status, sales representative name and phone number, receipt / due / quoted dates, deductible, premiums (both aggregate and specific), and lives.

Excess Loss Medical Declined Reason Statistics Report – Reports number of quote declinations for each declined reason. You can report by administrator or producer.

Excess Loss Medical Pended Reason Statistics Report – Reports number of pended quotes for each pend reason. You can report by administrator or producer.

Excess Loss Medical Rate to Rate Report – Reports quoted and manual rate comparisons. Includes policy effective date, policyholder name and state, producer, underwriter, renewal tier, specific deductible, contract basis, manual and PPO adjustments, census, quoted and manual premiums and rates, quoted and manually adjusted ratios, net loss ratio, and rate and effective rate increases. Sortable by effective date, producer, producer parent group, underwriter, deductible, contract type, office, renewal tier, and state.