3
Query Group Term Life Quote Search
3.1
Select the Group Term Life 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
Build your query by selecting and defining the desired criteria as described below. Click a criteria category to see its corresponding criteria.
Account Criteria
Entity Type
Pick List parameter that returns records with the specified entity types.
SIC
Pick List parameter that returns records with the specified SIC codes.
State
Pick List parameter that returns records with the states.
Submission Criteria
Administrator
MultiSelect 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
Pick List parameter that returns records with the specified agents of record.
Block of Business
Pick List parameter that returns records with the specified blocks of business.
Block Origin
Pick List parameter that returns records with the specified block origins.
Broker
Pick List parameter that returns records with the specified brokers.
Due Date
Date Range parameter that returns records with due dates falling within the specified date range.
Incumbent Producer
Boolean parameter that lets you specify whether to only return records where the producer is or is not incumbent.
Marketing Rep
Pick List parameter that returns records with the specified marketing representatives.
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.
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 Market Contact
Pick List parameter that returns records with the specified producer market contacts.
Producer Underwriting Contact
Pick List parameter that returns records with the specified producer underwriting contacts.
Received Date
Date Range parameter that returns records with received dates falling within the specified date range.
Region
Pick List parameter that returns records with the specified regions.
Taft-Hartley Administrator
Boolean parameter that lets you specify whether to only return records where the administrator is or is not a Taft-Hartley administrator.
Taft-Hartley Producer
Boolean parameter that lets you specify whether to only return records where the producer is or is not a Taft-Hartley producer.
Line of Insurance Criteria
Carrier
MultiSelect Text parameter that lets you specify one or more carriers to search.
Case Disposition
Pick List parameter that returns records with the specified case dispositions.
Effective Date
Date Range parameter that returns records with effective dates falling within the specified date range.
Last Quote Date
Date Range parameter that returns records with last quote date falling within the specified date range.
Original Quote Date
Date Range parameter that returns records with original quote dates falling within the specified date range.
Probability of Close
Pick List parameter that returns records with the specified close probabilities.
Quote Priority Level
Pick List parameter that returns records with the specified quote priority levels.
Quote Status
Pick List parameter that returns records with the specified quote statuses.
Renewal
Boolean parameter that lets you specify whether to only return records that are or are not renewals.
Renewal Tier
Pick List parameter that returns records with the specified renewal tiers.
Underwriter
Pick List parameter that returns records with the specified underwriters.
Uwr Assistant
Pick List parameter that returns records with the specified underwriter assistants.
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.
