Schedule F & S Quick Tips

 

Use the Reinsurer Search tab in the Advanced Search to locate companies filed in another insurer's financial statements.

Custom Reports allows you to create reports tailored to your needs. Custom Reports offers an additional tab for reinsurer selection. This optional tab provides the ability to see which companies filed the selected reinsurer. Its use is determined by what information you wish to learn from the report. In order to utilize the Reinsurer tab, your active database must be Schedule F or Schedule S.

See Locate Companies for methods on creating company lists.

        1. From the Reinsurers tab, select a Part from the drop-down list.

The selected Part populates the Sections on the right-hand side.

        1. From the listed Sections, choose one or more sections, if desired.
          See Selecting List Items for additional information.

If the Part selected on the Reinsurers tab does not match the Part selected on the fields tab, the report may not have data. If reinsurers exist in both parts, a report will be created.

      • Select Criteria:

Using -Search Results- or the Saved Criteria list on the Companies tab generates a report with all records listed within each company's filing. To limit your results to the records matching the financial search, you must first save the search criteria from the Advanced Search page. To utilize the saved criteria on the Custom Report, select the saved criteria from the Reinsurance Criteria on the Reinsurers tab. Only saved criteria for Schedule F and S are available for selection.

        1. Select the criteria from the Reinsurance Criteria drop-down on the Reinsurers tab.

      • Include the selected company list on the Custom Report:

To display the records that match both the selected Companies and Reinsurers, select a company list from the Companies tab and a reinsurer list from the Reinsurers tab. When a selection is made on the Reinsurer tab, the checkbox is cleared for Include company list selected in the Companies tab. The company list will appear with (Not Used) in the Current Report Summary. If you wish to include the companies in the Custom Report, the Include company list selected in the Companies tab checkbox must be selected on the Reinsurers tab.

        1. From the bottom of the Reinsurer tab, click the Include company list selected in the companies tab checkbox.

The company list appears in the Current Report Summary. Prior to selecting this checkbox, the company list appears as unavailable and (NOT USED) is next to company name in the Current Report Summary.

Available Data Options are determined by your report selection.

        • Show Section Details and Totals - View both section details and totals. This option is available when a reinsurer list is not selected.

        • Show Section Details Only - View section details only.

        • Show Section Totals Only - View section totals only. This option is available when a reinsurer list is not selected.

      • Select Formatting Options:

        • Repeat company information - Select this option to populate all records with the company information. If this option is not selected, only the first occurrence of the company will show the company name information. All subsequent entries for the company will appear blank.

        • Make Totals data Bold - Select this option to make all total lines bold.