Documents, Spreadsheet, Example to List Premiums

How to List Gross Written General Insurance Premiums

Starting from your Durell Main Menu....

· Click the “Policies” button

· Click the “Signpost” button, then select “Mailshotting / Mailshot records”

· Use the “Address set” dropdown to select “Policies – Set flag in Policy”

1) Reset all policy mailshot markers to “N”

· Set “Matched records” to “No”, as shown below

· Click “OK”

2) Set all policies for the five main product types to “Y”

· Tick “Select a range...”, as shown below

· Use the “Criterion” dropdown to select “Main Type (e.g. Motor)

· Enter the beginning of Motor in the “From” box (e.g. “Mot”)

· Enter the same with Zs on the end in the “To” box (e.g. “Motzzz”)

· Set “Matched records” to “Yes”

· Set “Unmatched records” to “Leave as set”

· Click “OK”

· Repeat the above with the “From” and “To” boxes set to “Com” “Comz”

· Repeat the above with the “From” and “To” boxes set to “Hou” “Houz”

· Repeat the above with the “From” and “To” boxes set to “Oth” “Othz”

· Repeat the above with the “From” and “To” boxes set to “Acc” “Accz”

3) Set all policies outside of the required date range to “N”

· Repeat the above with the “Criterion” dropdown set to “Start date”

· Enter your required policy date range in the “To” and “From” boxes

· Set “Matched records” to “Leave as set”

· Set “Unmatched records” to “No”

· Click “OK”

· Click “Close” (because you’ve now finished selecting the policies)

4) Create a “Data field set” to select data to appear in your spreadsheet

· Click the green “W” button on the toolbar of your Policies screen

· Click “New Excel”

· Click the “Setup” button (to select the data fields to be displayed)

· On the “Setup Data Field Set” pop-up click the “New” button

· Enter a name for this set of data fields (e.g. “Gross Premiums”), as shown below

· Click “OK”

· On the “Setup Data Field Set” pop-up select table “Policies – Details 1”

· Clear the tick from “If ticked list fields...”

· Click anywhere in the list of “Select fields”

· Repeatedly press “L” until you find “LastPosted”

· Click the right-pointing arrowhead to move “LastPosted” into “Selected”

· Repeat this process for the other fields you require, as shown below, namely:

· InsurerName, MainTypeName, SubTypeName, PolDets_PremAndIPT, Searchname, Reference and StartDate

· When all of the above fields are “Selected” as shown below click “Save”

· Click “Close”

5) Create the spreadsheet ( from the “Link to Microsoft Excel” pop-up, shown below)

· Set the “Select records” dropdown to “Policies, mailshot = Y”

· Set the “Data field set” to the one you’ve just created (e.g. “Gross Premiums”)

· Click “OK”

6) Check the resulting spreadsheet

Sort the resulting spreadsheet by the “LastPosted” column

Remove all rows with a blank “LastPosted” (because they are not written business)

Then remove the “LastPosted” column

Sort the spreadsheet by insurer, Main Type & Sub Type

Use the Excel “SUM” function to get totals for each required grouping

7) Short Cuts

If you only do General Insurance then you can simply set all policies to “Y”, rather than having to separately set each of the five general insurance types.

Once you’ve setup a data field set, such as “Gross Premiums”, you won’t have to create it again – just re-select it from the “Data fields set” dropdown.