User:WikiAdmin/sandbox: Difference between revisions

From Gulf States Flood Help
No edit summary
No edit summary
 
(88 intermediate revisions by the same user not shown)
Line 1: Line 1:
<big>'''Code for Collapsible Section'''</big>
<pre>
{{Collapsible-section
|number  = 1
|title  = Example
|content = Here's the first line of content.
...
}}
</pre>


== Operations Reports ==
{{Collapsible-section
{| class="wikitable"
|number  = 1
!Report Name
|title  = Example
!Description
|content = Here's the first line of content.
|-
|Self Evaluation Performance Tracking
|Tracks individual agent or team member performance metrics.
|-
|Team Performance Tracking
|Measures team-wide productivity and effectiveness.
|-
|Commission Activity
|Details commission transactions and activities per agent or team.
|-
|High-level View
|Summarizes overall operations metrics, potentially as a dashboard.
|-
|Commission Statement
|Provides detailed statements of commissions earned by agents.
|}


== Applications Reports ==
{{Box task
{| class="wikitable"
|image  = Sol-img-filler.png
|Report Name
|size    = 200px
|Description
|alt    = the image alt text
|-
|caption = Here is a caption
|Agency Quotes Apps New Business
|text    = some text
|Lists and tracks new business applications and quotes by agencies.
}}
|-
<big>'''Code for Box Task'''</big>
|New Business Processing Timeline
<pre>
|Tracks the processing time for new business applications.
{{Box task
|}
|image  = Sol-img-filler.png
|size    = 200px
|alt    = the image alt text
|caption = Here is a caption
|text    = some text
}}
</pre>
----


== Premium Reports ==
{| class="wikitable"
|Report Name
|Description
|-
|Cancellation Processing Timeliness
|Measures efficiency in processing policy cancellations.
|-
|Daily New Business Policies by Policy Type
|Tracks daily new policy issuance categorized by policy type.
|-
|Endorsement Processing Timeliness
|Tracks timeliness of processing policy endorsements.
|-
|Daily Written Premium Report by Policy Type
|Summarizes premiums written daily, organized by policy type.
|-
|Days to Renewal
|Tracks days remaining until policy renewal.
|-
|Earned Premium Detail by Month
|Provides a detailed breakdown of earned premiums on a monthly basis.
|-
|Earned Premium by Month
|Summarizes earned premiums month-over-month.
|-
|Snapshot Report
|A high-level snapshot of policies and premiums at a given time.
|-
|Expired Policies
|Lists policies that have expired within a defined timeframe.
|-
|Policy Cancellations
|Tracks canceled policies and associated details.
|-
|Policy Ops Master
|Consolidates operational details for policies.
|-
|Renewal Retention
|Measures policyholder retention during renewal periods.
|-
|Renewal Processing
|Tracks efficiency and status of renewal processing.
|-
|Policies and Premiums in Force
|Displays currently active policies and their premiums.
|-
|Written Premium And Fee Transaction Detail
|Provides detailed records of written premiums and associated fees.
|-
|Agency Policy Expirations
|Lists policies nearing expiration for each agency.
|-
|Agency Policies and Premiums in Force
|Tracks active policies and premiums at the agency level.
|-
|Agency Written Premium
|Details premiums written by each agency.
|-
|Agency Score Card
|Scores and evaluates agency performance based on predefined metrics.
|-
|Agency PIF Retention
|Tracks the retention rate of policies in force for each agency.
|-
|Surplus Lines Tax And Fee Transaction Detail
|Records tax and fee transactions for surplus lines policies.
|-
|Written Premium Compare
|Compares premiums written across defined periods or categories.
|}


== Claims Reports ==
{{Box task eq
{| class="wikitable"
|image  = Img-eq-proc-transfer-01.png
|Report Name
|size    = 400px
|Description
|alt    = An image of the Waiting Period Type showing "Transfer".
|-
|caption = The Waiting Period Type should show "Transfer".
|Policy Coverage Claims Special
|section = General Information
|Tracks special claims associated with specific policy coverages.
|field  = Waiting Period Type
|-
|entry  = Transfer
|Claim Flood Polling
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
|Monitors claims related to flooding events.
}}
|-
<big>'''Code for Box Task EQ'''</big>
|Claim Loss
<pre>
|Records financial losses associated with claims.
{{Box task eq
|-
|image  = Img-eq-proc-transfer-01.png
|Claims Loss Ratio
|size    = 400px
|Compares claims losses to premiums collected, a key insurance metric.
|alt    = An image of the Waiting Period Type showing "Transfer".
|-
|caption = The Waiting Period Type should show "Transfer".
|Claims Payments
|section = General Information
|Tracks payments made for claims.
|field  = Waiting Period Type
|-
|entry  = Transfer
|Claims Activity by Month
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
|Summarizes claims activity on a monthly basis.
}}
|-
</pre>
|Claim Ops Master
----
|Provides an overview of operational details for claims processing.
 
|-
 
|Closed Claims
{{Box task review
|Lists claims that have been resolved and closed.
|file = [[File:Img-nfip-declarations-01.png|200px]]
|-
|info =
|Claims Reported
The following details must match '''exactly''' on the prior declarations page or renewal bill.
|Tracks all reported claims, open or closed.
* All policyholder's names
|-
* Property Address
|Claim Reserve Month End
* Prior Policy Number
|Details reserved amounts for claims as of the month-end.
* Prior Company Name
|}
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date
 
{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}
<big>'''Code for Box Task Review (plus Attention)'''</big>
<pre>
{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]]
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date
 
{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}
</pre>
----
 
 
{{spoiler
|num = A31
|click  = They can keep the same policy when they transfer to your agency.
|info    =
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>
 
Text
 
}}
 
<big>'''Code for Spoiler'''</big>
<pre>
{{spoiler
|num = A31
|click  = They can keep the same policy when they transfer to your agency.
|info    =
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>
 
Text
 
}}
</pre>
<!-- end of the collapsible -->
}}

Latest revision as of 13:38, 3 March 2025

Code for Collapsible Section

{{Collapsible-section
|number  = 1
|title   = Example
|content = Here's the first line of content.
...
}}

Example

Here's the first line of content.
the image alt text
Here is a caption
some text

Code for Box Task

{{Box task
|image   = Sol-img-filler.png
|size    = 200px
|alt     = the image alt text
|caption = Here is a caption
|text    = some text
}}


An image of the Waiting Period Type showing "Transfer".
Section Field Entry
General Information Waiting Period Type Transfer

In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".

Code for Box Task EQ

{{Box task eq
|image   = Img-eq-proc-transfer-01.png
|size    = 400px
|alt     = An image of the Waiting Period Type showing "Transfer".
|caption = The Waiting Period Type should show "Transfer".
|section = General Information
|field   = Waiting Period Type
|entry   = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}


The following details must match exactly on the prior declarations page or renewal bill.
  • All policyholder's names
  • Property Address
  • Prior Policy Number
  • Prior Company Name
  • Prior Company NAIC Code
  • Policy Expiration Date to New Policy Effective Date
The NFIP coverage limits must be checked for coverage increase amounts higher than Option B if the premium was received less than 30 Days prior to Expiration.

Code for Box Task Review (plus Attention)

{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]] 
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date

{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}


They can keep the same policy when they transfer to your agency.
This is incorrect if the agent only writes for Widgets United.
Text

Code for Spoiler

{{spoiler
|num = A31
|click   = They can keep the same policy when they transfer to your agency.
|info    = 
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>

Text

}}