Query Stop Loss Quote Search
Click the Medical Stop Loss tab.
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Click the Query button to display the Query window.
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Build your query by selecting and defining the desired criteria as described below. Click a criteria category to see its corresponding criteria.
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Account Criteria
Pick list to search by Entity type.
Pick list to search by SIC code.
Pick list to search by state.
Submission Criteria
Search tool to specify Administrators to include in the query.
Pick list to search by administrator group.
Pick list to search by agent of record.
Pick list to search by block of business.
Pick list to search by broker.
Date Range tool to let you search for due dates falling within a specified date range.
Boolean to specify whether to only return records where the producer is or is not incumbent.
Pick list to search by journal category.
Pick list to search by marketing rep.
Search tool to specify one or more offices to search.
Search tool to specify one or more producers to search.
Pick list to search by producer groups.
Pick list to search producer market contacts.
Pick list to search producer tiers.
Pick list to search producer underwriting contacts.
Date Range tool to let you search for received dates falling within the specified date range.
Pick list to search regions.
Line of Insurance Criteria
Value Range to search for aggregate specific deductible amounts within a specified range.
Search tool to specify one or more carriers to search.
Pick list to search case dispositions.
Pick list to search case disposition competitors.
Value Range to search for when case size is within a specified range.
Value Range to search for when deductible amounts are within a specified range.
Date Range tool to let you search for effective dates falling within the specified date range.
Value Range to search for when estimate annual premium amounts are within a specified range.
Boolean to specify whether to only return records that are or are not experience rated.
Date Range tool to let you search for quote date falling within a specified date range.
Pick list to search specified last tasks.
Pick list to search specified LCM UR vendors.
Boolean to specify whether to only return records that do or do not have a laser option.
Date Range tool to let you search for original quote dates falling within a specified date range.
Pick list to search specified PPO networks.
Pick list to search specified close probabilities.
Pick list to search specified quote priority levels.
Pick list to search specified quote statuses.
Value Range to search for when rate to manual amounts are within a specified range.
Boolean to specify whether to only return records that are or are not renewals.
Boolean to specify whether to only return records where renewal sequence is or is not 0.
Pick list to search specified renewal tiers.
Value Range to search for when split funding corridor amounts are within a specified range.
Pick list to search specified status reasons.
Pick list to search specified treaties.
Pick list to search specified underwriters.
Pick list to search specified UR vendors.
Pick list to search specified underwriter assistants.
Process Category
Pick list to search specified assignees.
Make any changes to the query as desired
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Expands the query item.
Deletes a specifc query element.
Lets you edit the query item.
Removes the query item.
Click Run to run the query. Query results appear in table format.
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Clicking a column lets you sort results ascending or descending on that column.
Lets you resize the column.
Click to change status and probability of close for the account.
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If you want to re-run a recent query, click Recent Queries and choose the desired query from the list.
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