Using the Policies in Force Report

Active Policies can be downloaded using the Policies in Force report

Applies to:

  • Producers
  • Managers
Last Updated: September 2020

This article explains how to use the Policies in Force report to see which polices are currently active

To run a Policies in Force 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 Production reports subsection, then click Policies in Force.

  3. Set the report criteria (all criteria are optional):
  4. Enter a date to filter the resulting policies.
  5. Selecting today's date will produce a list of policies that are currently active and were bound prior to today.  
  6. Selecting a day in the future will produce a list of policies that will be effective during that date.
  7. (Optional) To download the report as a spreadsheet, click Download CSV in the top right corner.

Users can further filter the list by the following fields: 

  • Class Code
  • Line of Business
  • Internal Producer/Underwriter
  • Agency
  • Carrier