Search for agreements in reinsurance

About this task

You can search for all agreements, whether treaties or facultative agreements, and use search criteria to narrow the search.

Procedure

  1. Select Agreements on the Reinsurance tab.
    PolicyCenter displays the Search Agreement screen.
  2. Narrow the search for agreements by selecting any of the available agreement search parameters.
    • Specify Agreement Number or Name to return agreements that start with the specified string.
    • Specify Coverage Group to limit the search to agreements that contain the specified reinsurance coverage group.
    • Specify Status, Type, and Arrangement fields to return results that match the corresponding field exactly. The fields Type and Arrangement can have logically conflicting settings which result in matching zero agreements. For example, if you set Type to Surplus Treaty and Arrangement to Facultative, the search always returns zero matches.
    • Specify the Effective Date field to return agreements with a start date within the search date range.
    • Specify Currency to filter the agreements by currency.