Insurance Report

 

Purpose:  This report is sent to the association’s insurance carrier as notification of members who should be dropped from insurance coverage because of ineligibility due to recent termination, resignation, or death. Also listed are any re-instated members, for possible re-enrollment.

 

Launch Point:  This report can be launched from the following location(s):

 

      Names → Reports → Status Changes →

 

Example:  When the report is launched the report wizard will open

 

 

The report includes individuals’ names, home and office addresses, phone and fax number, termination or reinstatement date, current type, and termination reason if applicable.

 

Note:  the Status Change and Terminations / Reinstatements reports provide similar information in a slightly different format.