Select premium reports

About this task

You can select premium reports on the Payment screen of a workers’ compensation submission, rewrite, or renewal policy transaction.

To select premium reports:

Procedure

  1. Start a submission, rewrite, or renewal policy transaction and navigate to the Payment screen.
  2. In Payment Method, select Reporting Plan.
  3. Under Premium Report Plans, select one of the plans. In this example, select the first plan, Monthly Reports by calendar months, excl. last month.
    In the base application, PolicyCenter displays the following Premium Report Plans:
    • Monthly reports by calendar month, excl. last month
    • Monthly reports by policy month, excl. last month
    • Quarterly reports by calendar quarters
    • Quarterly reports by calendar quarters, excl. last quarter
    • Quarterly reports by policy quarters, excl. last quarter

    After you choose a report plan, PolicyCenter displays fields for the deposit percentage and amount. Deposit percentage is configured in the audit schedule. You can override the percentage in the Deposit override % field.

    All report plans in the base application require final audit. The final audit notifies the billing system to release the deposit.

  4. After you issue the policy, you can view the audit schedule. In the Tools sidebar, click Audit Schedule.