Step 1
Navigate to the desired Case and click “Case Intelligence”
Step 2:
From the dropdown select “Coverage Report”
Step 3:
Choose the Filters to determine what the report will show
Scope – choose the desire coverage group or groups that should appear in the report.
Assets – select the asset or assets that should appear in the report.
Policies – select the policy or policies that should appear in the report.
Report Structure: choose the order all the data should appear in. There are two choices.
Per Policy – the report data will be organized by policy, split by asset, then by coverage group / type / peril.
Coverage Basis – the report data will be organized by asset, showing requirements by coverage group with all associated policies.
Requirement Display: choose if the requirements should appear in more technical language or more colloquial language.
Current vs. Required - compare the current value against the required value for each requirement.
Condition Logic in Plain Text – Human readable description of each requirement.
Step 4:
Click “Generate Report”
The coverage report will automatically download as a PDF to your computer when it is ready.
Here is an example of what choosing “Condition Logic in Plain Text” would look like:
