Using the Aggregate Report by State & County

Assess exposure limits for property coverages in each US State and County by using the Aggregate Report by State & County

Applies to:

  • Managers
  • Reporting
Last Updated: September 2020

This article explains how to assess exposure limits for property coverages in each US State and County by using the Aggregate Report by State & County

Running an Aggregate Report by State & County report:

  1. Navigate to the Reports tab in the Side Navigation Bar and ensure the Standard section is selected.
  2. On the left, select the Bordereau reports subsection, then click Aggregate Report by State & County.
  3. The Aggregate Report by State & County summarizes exposure limits for property coverages by US State and County. The Lines of Businesses included in this report are: Commercial Property, Homeowners, and Dwelling Property.

If you have the appropriate rights you can access the Aggregate Report by Navigating to the Reports/Bordereux page.

After execution the report a high level overview is shown, property limits rolled up by county and state, showing sub totals and totals.

A detailed summary report can be downloaded by clicking on the 'Download CSV' button.

The Detailed State & County Aggregate Report contains the following columns:

  • Policy #
    Policy number
  • Risk Effective Date
    Effective date of the policy
  • Risk Expiration Date
    Expiration date of the policy
  • Unique Market Reference #
    Unique Market Reference number of the contract
  • Market Company
    Marketing Company for the policy
  • Carrier
    Carrier of the policy
  • State
    State in which the location is situated
  • County
    County in which the location is situated
    If there is no county recorded for the risk we aggregate those as 'Unknown' county.
  • City
    City in which the location is situated
  • ZIP Code
    Zip code in which the location is situated
  • Total Limit
    • For Personal lines, Total Limit is the sum of each of the following location's coverage's limits: Coverage A, Coverage B, Coverage C, and Coverage D (Dwelling, Other Structures, Personal Property, and Loss of Use} for the location. Personal liability and Medical payments limits are not included.
    • For Commercial Property, Total limit is the sum of each of the following location's coverage's limits: Building, Renovations (Builders Risks with Renovations, - Builders Risks without Renovations, - Renovations - Cost), Contents, and Business Income.

Use the text import wizard in Excel to convert the CSV to an excel file. It is advised to select the cell format as 'text' to keep the ZIP codes starting with a 0 as their original value.

  • Data > From Text
  • Select CSV > Import
  • Choose 'Delimited' file type > Next
  • Select 'Comma' only as the delimiter > Next
  • Select 'ZIP Code' column and set 'Text' as column data format > Finish