1. Finding and Reading Reports
Locations and Definitions
Updated July 1, 2016
©2016 SureBridge | Proprietary and Confidential.

2. ©2016 SureBridge | Proprietary and Confidential.
Introduction
This guide is designed to assist you in understanding the various SureBridge reports available on the Resource Center.
This guide is designed to be printed, rather than presented.
We encourage you to print this guide and keep it on hand to resolve questions about report content.
©2016 SureBridge | Proprietary and Confidential.

3. ©2016 SureBridge | Proprietary and Confidential.
Finding Reports
Reports are located on the Reports tab of the Resource Center.
Expand the links by clicking on the “+” signs.
A summary description of each report is shown on the next page.
©2016 SureBridge | Proprietary and Confidential.

4. ©2016 SureBridge | Proprietary and Confidential.
Report Definitions
Policy Information
Take Action Report
Allows brokers to see which clients are about to lapse for payment issues, or who just cancelled in the free look period. Useful for contacting clients and saving business.
Book of Business
Allows brokers to track the status of submitted applications as well as see policy information & policy status on active policies
These reports are provided at a writing agent level and will only contain your business. It will not contain business written by other agents in a hierarchy.
©2016 SureBridge | Proprietary and Confidential.

5. Take Action Report How to Run
This report is very helpful for locating customers who have a payment issue or called during the free look period. The sent from SureBridge (which serves the same purpose) is often redacted to only basic information, due to HIPAA/GLBA restrictions on sending information via unencrypted . This report contains enough contact information for you to immediately reach out to your customer.
What is on the Take Action Report?
Initial payment failures for bank drafts and credit cards
Recurring payment failures for bank drafts and credit cards
Direct Bills which have gone past the paid to date with no payments
Customers who cancelled in the free look period
All of these scenarios stay on the Take Action report for approximately 30 days past the paid to date/effective date and are then removed.
Format differences:
Excel pulls tabs by agent
CSV pulls everything on to one sheet.
©2016 SureBridge | Proprietary and Confidential.

6. Take Action Report Report Example
Policy Status Output – About to Lapse Policies
Take Action Report
Example Agent (C )
Producer Name
BCN
Policy ID
Insured Name
Effective Date
Premium Due Date
Product Name
Money Overdue
Billing Mode
Monthly Premium
Home Phone Number
Work Phone Number
Status Change Date
Bun
Benefit Level
Months in Force
Example
Agent #1
Example Customer #1
06/01/
2014
03/01/
2015
Critical Illness Direct
218.94 Q
72.98
123456
7890
987654
3210
05/31/ 2014
10000 9
02/07/
2013
03/07/
Vision
27.00
9.00
04/29/ 25
Example Customer #2
05/01/
02/01/
PPO Dental
58.20
19.40
123098
7654
05/01 21
Agent #2
Example Customer #3
09/06/
2012
02/06/
Accident Companion
15.00 M
123567
8901
01/30/
5000 29
©2016 SureBridge | Proprietary and Confidential.
©2016 SureBridge | Proprietary and Confidential.

7. Take Action Report Field Definitions
Producer Name
Name of the producer/agent/broker
BCN/ List Bill
Billing Control Number, also referred to as the Application number. If payment method is by list bill, this column displays the list bill number.
Policy ID
The customer’s policy number associated with one particular policy. The number is truncated here; all policy numbers start with a “0.”
Insured Name
Name of the customer who owns the policy.
The customer’s .
Effective Date
The date an insurance policy goes into effect. This is sometimes referred to as the Policy Date.
Premium Due Date
The date premium is due for a particular policy
Product Name
The marketing name for the product.
Money Overdue
Shows the amount the customer owes, based on last records.
Note: Amounts due can change within the space of a day. Occasionally customers may resolve the issue before you can contact them.
©2016 SureBridge | Proprietary and Confidential.

8. Take Action Report Field Definitions
Billing Mode
Displays the Billing Mode (monthly, quarterly, semi-annual or annual)
Monthly Premium
Displays the monthly premium
Home Phone Number
Displays the home phone number on file
Work Phone Number
Displays the work phone number on file
Status Change Date
Indicates the date a status change was made to an in-force Active policy regardless of Application date.
Bun
Displays the Bundle type -- Accident Direct Bundle, Complete Direct Bundle, Hospital Direct Bundle
Benefit Level
Displays the policy Benefit Amount or Option
Months in Force
Displays the number of months the policy has been in force.
©2016 SureBridge | Proprietary and Confidential.

9. Book of Business (BOB) Report How to Run – Agent by App Date
This report is very helpful for viewing your book of business. This variation allows you to view the report based on application date.
Date range is a default. If you are trying to pull all of your book of business, be sure to reset the date range appropriately.
The report may be refined by single or multiples of products and states. Or “All” can be selected. A selection must be made for the report to run.
The report may also be refined by policy status: In-force, New Business and Lapsed/ Cancelled.
Searches can be performed by insured name. To perform this search, you must still set other criteria, including product, date ranges, etc..
©2016 SureBridge | Proprietary and Confidential.

10. Book of Business (BOB) Report How to Run – Agent by Status
This report is very helpful for viewing your book of business. This variation allows you to view policies based on the date a change was made to the policy.
Allows you to select a “From” and “To” date that a status change was made, based on the application date for an in-force policy.
The report may be refined by single or multiples of products and states. Or “All” can be selected. A selection must be made for the report to run.
The report may also be refined by policy status: In-force, New Business and Lapsed/ Cancelled.
Searches can be performed by insured name. To perform this search, you must still set other criteria, including product, date ranges, etc..
©2016 SureBridge | Proprietary and Confidential.

11. Book of Business (BOB) Report FAQs
Common BOB Questions
I can’t see all my Book of Business: The BOB report pulls in customers based on the application date. If the “From” date is not adjusted back to the first day an agency was appointed to Chesapeake/SureBridge, the entire Book of Business may not be not pulled. Also, some customers will fall off of the BOB report if they have lapsed, cancelled, or did not make it past new business based on certain time frames. See below for more information:
Policies which are cancelled or declined in New Business will come off of the BOB after 90 days
A Policy record with the status “Rescission”, “Payment Failed”, “Payment Not Received”, “Cancellation in Free Look Period,” Cancelled after issue – Surrendered” or “Terminated” shall be removed from the output results 365 days after the referenced status date.
I am getting a timeout when pulling my entire Book of Business: If your BOB is very large, it might make sense to pull it in one-year sections and combine it. This is a web service call and can time out if the request is more than can be provided in a few minutes.
©2016 SureBridge | Proprietary and Confidential.

12. Book of Business (BOB) Report Report Example
Policy Status Output – BOB
Example Agent (C )
NPN
Insured Name
Policy ID
BCN
Application Date
Application Status
Detail Status
Individual Declines/ Postpones
Date of Last Activity
Policy Status
Product Name
Bun
Issue State
Effective Date
Paid to Date
Bill Mode
Premium $
Benefit Level
Months in Force C
Example Customer #1
345678
9012
01/20/2015
Active
In-Force
Critical Illness Direct MI
02/01/
2015
04/01/2015 M
89.00
20000 1
356789
0123
Accident Companion
04/01/
60.00
5000
Example Customer #2
367890
1234
03/06/2015
Hospital Confinement Direct CA
03/06/
04/06/
25.03
500 C
Example Customer #3
312345
6789
01/16/2015
Vision GA
01/16/ 2015
04/16/ Q
9.20 3
PPO Dental
70.00
234
03/09/2015
Active, Premium Being Applied
New Business
03/09/
65.91
60000
©2016 SureBridge | Proprietary and Confidential.

13. Book of Business (BOB) Report Field Definitions
NPN
National Producer Number.
Insured Name
Name of the customer.
Policy ID
The customer’s policy number associated with one particular policy. The number is truncated here; all policy numbers start with a “0.”
BCN
Billing Control Number, also referred to as the Application number. . If payment method is by list bill, this column displays the list bill number.
Application Date
The date the customer/agent submitted an application for insurance. This will be the Date on the actual application
Application Status
Indicates the status of the customer from a new business perspective.
Active – A policy that has been issued and remains in force through the payment of all owed premiums
Not Taken - An application that is cancelled in the 10 day free look or cancelled with a full refund.
Active, Premium Being Applied – Application is still in New Business and is in process of activation. Premium will be applied during activation.
Detail Status
If a policy has been cancelled though Support Services, a reason for the cancellation will be listed here in plain English.
Individual Declines/ Postpones
If an individual is declined on a multi-applicant policy, the individual will be listed here.
Date of Last Activity
Indicates the last time a change occurred to the policy.
©2016 SureBridge | Proprietary and Confidential.

14. Book of Business (BOB) Report Field Definitions
Book of Business (BOB) Report, Page 2
Policy Status
Indicates whether the policy is active or cancelled. Some of the common terminology used includes:
In-Force – Same as Active. A policy that has been issued and remains in force through the payment of all owed premiums
Lapsed/ Cancelled – The policy has passed the payment date with no payment (lapsed) or been cancelled through Support Services.
New Business – Policy is being issued but premium has not been charged. Something may be missing from the application.
Product Name
The marketing name for the product.
Bun
Displays the Bundle type -- Accident Direct Bundle, Complete Direct Bundle, Hospital Direct Bundle
Issue State
The U.S. state the policy was issued in.
Effective Date
The date an insurance policy goes into effect. This is sometimes referred to as the Policy Date.
Paid To Date
This is the date when the next premium will fall due on the policy. Billing uses this as the basis for sending out notices and generating bank drafts (P.A.C.'s).
Bill Mode
Displays the Billing Mode (monthly, quarterly, semi-annual or annual)
Premium
The recurring fee that is paid to Chesapeake to provide supplemental coverage for a particular policy.
Benefit Level
Displays the policy benefit amount or option
Months in Force
Displays the number of months the policy has been in force.
©2016 SureBridge | Proprietary and Confidential.