The Insurance Follow-Up Report is a special version of the Vehicles Due Back Report. This report is designed to:

Notes: If you have set up repair garages as vendor type "GAR" in the Vendor File and entered a valid "GAR" type vendor in the Insurance Subwindow of the RA, the name and phone number of the garage repairing your renter's vehicle will be listed on the Insurance Follow-Up Report. This is done so that you can call for a progress report.

If instead you have not set up repair garages in the Vendor File as described above, you can use the RA Notes Field (of 30 characters) to enter the name and phone number of the garage repairing your renter's vehicle. Data entered in the Notes Field prints on the report.

Because RAs are sorted by adjuster, you can call each adjuster once to check on all RAs which that adjustor has with you. The report lists claim number, policy holder, policy number, date-of-loss, and all other previous extensions.

User tip: Remember, RAs with incomplete vouchers cannot be posted or invoiced. The incomplete voucher must be completed or deleted! Use the Insurance Follow up Report daily to monitor the RAs with incomplete vouchers.

To access the Insurance Follow-up Report, type INSFLW (RET) at any menu "OPTION:" field or the appropriate line number on the Daily Procedures Menu. The screen will then display:

OPTION: __ INSURANCE FOLLOW-UP REPORT

1 Start Date EARLIEST
2 End Date 04-19-06
3 Insurance Company ALL
4 Customer Type ALL
5 Sort By C ( (C)Customer Number (N)Customer Name )
6 RAs by Open/Close Loc C (O = Open C = Closed)
7 Location ALL
8 Selections 3 (1=Follow-Up, 2=Incomplete Vouchers, 3=Bot
9 Print/Display P Printer: /dev/tty
10 Write a text file N
11 Max Vchr Days 999



1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

Enter data as follows:

1. START DATE

Enter the beginning date for this report. The program will select insurance logic RAs which have vouchers that expire between the date range entered in Fields 1 & 2. Press (RET) to default to EARLIEST.

EXAMPLE: Press (RET)

2. END DATE

Enter the ending date for this report. The program will select insurance logic RAs which have vouchers that expire between the date range entered in Fields 1 & 2. Press (RET) to default to the current date.

EXAMPLE: Press (RET)

3. INSURANCE COMPANY

Enter the Customer Code for a particular insurance company or press (RET) to default to ALL insurance companies.

EXAMPLE: Press (RET)

4. CUSTOMER TYPE

Enter up to 3 alphanumeric characters to limit the report to a specific Customer Type or press (RET) to select ALL customer types. For example, if dealerships are set up with a Customer Type code of DLR, entering DLR in this field would limit the report to only those rental agreements with dealership authorizations in the insurance subwindow.

EXAMPLE: Press (RET).

5. SORT BY

Enter:

C = Sort by customer number
N = Sort by customer name

EXAMPLE: Type C (RET)

6. RAs BY OPEN/CLOSE LOC

Enter 1 alpha character to indicate if RAs will be selected and grouped by their opening or closing location. Press RET to default to C.

O = Opening Location
C = Closing Location

EXAMPLE: Type O (RET)

7. LOCATION

Enter up to 6 aphanumeric characters to indicate the location or a Group Name representing several locations. Press (RET) to default to ALL Locations.

EXAMPLE: Type SNA (RET)

8. SELECTIONS

Enter:

1 = Follow-up vouchers only. These are insurance voucher authorizations that expire during the date range selected.

2 = Incomplete vouchers only. These are insurance vouchers that were entered with incomplete information and must either be completed or deleted. RAs with incomplete vouchers cannot be posted or invoiced.

3 = Both follow-up vouchers and incomplete vouchers will be included.

EXAMPLE: Type 3 (RET)

9. PRINT/DISPLAY

Enter:

P = Print a hard copy of this report on your terminal's assigned printer. See the Edit Terminal Records Chapter for instructions on how to assign printers.

D = Display this report on your terminal screen. See the General Data Entry Instructions Chapter on how to control the screen display.

EXAMPLE: Type P (RET)

10. WRITE TEXT FILE

This field allows the creation of a comma delimited flat file. (The

Y = Create a flat file
N = Don't create a flat file.

EXAMPLE: Type N (RET)
11. MAX VCHR DAYS
 To limit the report to RAs with vouchers of a certain number of days, enter the number of days in this field.

When the details for the rental are not quite settled, some operations enter a 1-day voucher. In order to follow up on those rentals, this report can be limited to just those voucher by enter a "1" in this field.

EXAMPLE: TYPE 1 (RET)


The screen will then display:


OPTION: __ INSURANCE FOLLOW-UP REPORT

1 Start Date EARLIEST
2 End Date 04-19-06
3 Insurance Company ALL
4 Customer Type ALL
5 Sort By C ( (C)Customer Number (N)Customer Name )
6 RAs by Open/Close Loc O (O = Open C = Closed)
7 Location SNA
8 Selections 3 (1=Follow-Up, 2=Incomplete Vouchers, 3=Bot
9 Print/Display P Printer: /dev/tty
10 Write a text file N
11 Max Vchr Days 1



1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

PRESS "F1" AT "OPTION" TO BEGIN PRINTING.




04-19-XX  14:03:05 AMM    AMM        11   THERMEON DEMO COMPANY                                  EMAIL       Report #1669   Page 0001 ➊
 
                                       I N S U R A N C E   F O L L O W - U P   R E P O R T
 
Date range:         EARLIEST to 04-19-XX
Location:           TUS
Insurance company:  ALL
Selection           Both ➋
------------------------------------------------------------------------------------------------------------------------------------
FOLLOW-UP SECTION      * = Incomplete Voucher
Insurance Company                     Phone           Address
------------------------------------------------------------------------------------------------------------------------------------
 
ALLST  ALLSTATE INSURANCE            314-999-7878    1133 GRAND BLVD. ST LOUIS, MO 63166
  
    RA#: S370649     Customer: BARTON/SUSAN                            Phone: 314-556-1616
    Adjuster: SALLY SWALE              Opened: 03-27 Due: 03-28 DOL: 03/25 Insured: V PATRICK               Policy#: P23RTS7888
        Note: CUST UPGRADED AT HER EXPENSE  ➌
        ____________________________________________________________________________________       _______________________________
        Ins. co.  Claim#              Days  Date   Empl   Rate  Class $/Day   Time%  Mile%         Tot Auth   Tot Elap  Extentions
        ALLST     86912                 3  03-27  AMM     INS20 CCAR   22.65                           3          6           0

    RA#: S370647     Customer: LAMPERT/LESLEY                          Phone: 314-555-5454
    Adjuster: PHIL SWEENEY             Opened: 05-27 Due: 05-30 DOL:       Insured:                         Policy#:
        ____________________________________________________________________________________       _______________________________
        Ins. co.  Claim#              Days  Date   Empl   Rate  Class $/Day   Time%  Mile%         Tot Auth   Tot Elap  Extentions
       *ALLST     1443                  0  03-27  AMM     INS20                                        0          6           0 ➍

SF101  STATE FARM                    314-434-2323    WEST SIDE, 122 1ST ST S., ST LOUIS, MO, 63160
 
    RA#: S370645     Customer: MOODY/DAVID                             Phone: 800-277-1040
    Adjuster: ERNIE CONCHERI           Opened: 03-17 Due: 03-31 DOL:       Insured:                         Policy#:
        ____________________________________________________________________________________       _______________________________
        Ins. co.  Claim#              Days  Date   Empl   Rate  Class $/Day   Time%  Mile%         Tot Auth   Tot Elap  Extentions
        SF101     123                   2  03-18  AMM     INS25 CCAR   25.00                          15         16           1
        SF101     123                  13  03-20  MSP     INS25 CCAR   25.00 ➎                          
 
    RA#: S370656     Customer: BARTONI/LISA                            Phone: 714-731-9191
    Adjuster: BETTY BENNETT            Opened: 03-30 Due: 06-01 DOL:       Insured:                         Policy#:
        Note: INSUR- 2 DAY VCHR
        Garage: WESTSIDE AUTO BODY             Phone: 555-650-1212    Veh Desc: GRAY TAURUS
        ____________________________________________________________________________________       _______________________________
        Ins. co.  Claim#              Days  Date   Empl   Rate  Class $/Day   Time%  Mile%         Tot Auth   Tot Elap  Extentions
        SF101     CL1220050309          2  03-30  AMM     INS25 CCAR   26.75                           2          2           0 ➏
04-19-XX 14:03:05 AMM    AMM        11   THERMEON DEMO COMPANY                                  EMAIL       Report #1669   Page 0001
 
                                       I N S U R A N C E   F O L L O W - U P   R E P O R T
 
------------------------------------------------------------------------------------------------------------------------------------
INCOMPLETE VOUCHER SECTION      * = RA is Closed
Insurance Company                     Phone           Address
------------------------------------------------------------------------------------------------------------------------------------
 
ALLST  ALLSTATE INSURANCE            314-999-7878    1133 GRAND BLVD. ST LOUIS, MO 63166
 
    RA#: S370647     Customer: LAMPERT/LESLEY                          Phone: 314-555-5454
    Adjuster: PHIL SWEENEY             Opened: 03-27 Due: 03-30 DOL:       Insured:                         Policy#:
        ____________________________________________________________________________________       _______________________________
        Ins. co.  Claim#              Days  Date   Empl   Rate  Class $/Day   Time%  Mile%         Tot Auth   Tot Elap  Extentions
        ALLST     1443                  0  03-27  AMM     INS20                                        0          6           0 ➐



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NOTES - INSURANCE FOLLOW UP REPORT

➊ This report was requested April 19 at 1403 (2:03 pm) by AMM. This report is designed to aid in tracking insurance replacement rentals, requesting extensions from insurance companies, and following up on incomplete vouchers.

➋The "Selections: show the following:

Location: Insurance replacement RAs opened at the TUS location are eligible for the report.

Insurance Company: All insurance companies were requested

Selection: Both the follow-up section and the section on incomplete vouchers are included. The report can be run for either section or both.

➌ This first section is the Follow-up Section of the Report. The first RA is listed under Allstate, adjuster Sally Swale for customer Susan Barton. Data entered in the Notes field (Field 10 of RA Open) will print under the adjuster name.

➍This next RA has an incomplete voucher. Note that the "Days" column and the Total Auth column show that zero days have been authorized. The voucher line begins with an asterisk (*) to note the incomplete voucher.

➎ Notice that there are 2 RAs listed under State Farm: one for adjuster Ernie Concheri and the other for adjuster Betty Bennett. This RA for renter David Moody has 2 insurance authorizations so far: The initial one for 2 days was created 3-18 and an extension for 13 days was entered 3-20. (The "Date" column in the voucher information refers to the date the voucher was entered into the system.)

➏ This RA for renter Lisa Bartoni shows the garage where her car is being repaired, the phone number of the garage, and the type of vehicle being repaired (a gray Taurus). This information prints under the Adjuster name when it is entered on the insurance voucher subwindow. Note that the rate was edited. The rate code INS25 is set up at $25.00 a day. However, the rate was edited to $26.65 a day.

➐ This second section is the Incomplete Voucher section of the report. An asterisk on this section notes that the RA is closed and still has an incomplete voucher. As such, it will not show on the Operations or Accounting DBR and will not post. In order for insurance RAs to post, the incomplete vouchers must be either deleted or completed.