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Spreadsheet, Example to List Premiums (General Broker)

How to List Gross Written General Insurance Premiums

Starting from your Durell Main Menu....

1)      Reset all policy mailshot markers to “N”

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 2)      Set all policies for the five main product types to “Y”

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 3)      Set all policies outside of the required date range to “N”

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 4)      Create a “Data field set” to select data to appear in your spreadsheet

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5)      Create the spreadsheet ( from the “Link to Microsoft Excel” pop-up, shown below)

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6)      Check the resulting spreadsheet

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7)      Short Cuts