Overview

The New Business Inventory reports show the distribution of Coverage Groups currently in various RRAC activities per Underwriting Segment:

• by Office, Region and RRAC Person
• by Office, Region and RRAC
• by Rep, Office and Region

Table of Contents

Report by Region and RRAC Person (left example):

• To compare Market Segments by RRAC Person, double-click the RRAC Person's name.
• To compare Market Segments by Region, double-click on the Region.
• To compare Market Segments by Office, double-click on the Office.

Report by Office, Region and RRAC (right example):

• To compare Underwriter activity by Market Segment, double-click on the Market Segment.
• To compare Underwriter activity by Region, double-click on the Region.
• To compare Underwriter activity by Office, double-click on the Office.

Report by Rep, Office and Region (above):

• To compare Market Segments by Region, double-click on the Region.
• To compare Market Segments by Office, double-click on the Office.
• To compare Market Segments by Rep, double-click on the Rep.

Report Detail

1)  The portion of the report by Office, Region, and RRAC Person below shows a Market Segment comparison for a certain RRAC Person's Coverage Group activity:

Note that the Underwriting Segments on these reports are specific to the RRAC and are different from Market Segments .

The total number of Coverage Groups in this RRAC Person's workload is currently 29, 21 of which are in an Underwriting 1 activity, 5 of which are in a Re-Underwriting activity, etc.

In his Underwriting 1 activity, there are 18 Multi-Line Large Coverage Groups, representing 78.26% of the total Coverage Groups in his Underwriting 1 Activity for the Multi-Line Large Market Segment.

The 21 Coverage Groups that are in the Underwriting 1 activity represent 72.41% of the total Underwriting 1 activities for all Market Segments for this RRAC Person.

 

2)  The portion of the report by Office, Region and RRAC below compares Underwriter activity for a certain Group Office. Summary information shows that there is a total of 91 Coverage Groups in process for the Atlanta Office, 89 of which are currently in an Underwriting 1 activity.

Depending on what hierarchy level you select in the Table of Contents, you can view this same information for a certain Market Segment or by Region or Office.

 

3)  The portion of the report by Rep, Office and Region below shows Coverage Group activity by Market Segment for a certain Group Office. You can view the same information for a certain Rep by expanding the Group Office folder in the Table of Contents.

For this Group Office, 5 of the total Coverage Groups in the RRAC are for the Sun Enterprise Small Market Segment, 3 of which are in the Create Case activity, and 2 of which are in Underwriting 1. The 2 Coverage Groups in Underwriting 1 represent 40% of the total Sun Enterprise Coverage Group activity in the RRAC (for this Group Office).