Prioritization Tools Summary


Prioritization Tools Summary

The Prioritization Tools Summary report displays the prioritization results generated from various Financial Analysis Solvency Tools for issuers domiciled or writing business in a state.

  1. Click the Tools tab and select the Summary Reports link.
  2. Select Prioritization Tools Summary under the Financial Analysis area of the page.
  3. The Prioritization Tools Summary Report Search Criteria will be displayed.  On the page, select from the following criteria:

    Year
    Statement Type
     
    Property
      Life
      Fraternal
      Health

    State


    Codelist Basis
      Licensed
      Domiciled
      Business Written

    Group Code

    Sorting Options:
       Primary Sort
       Order
       Secondary Sort
       Order
       
     
  4. Click on the Submit button  
  5. The report contains the following fields:
    Group Code
    Cocode
    Company Name
    Domiciled State
    IRIS Unusual Count
    ATS Level
    RBC Ratio
    RBC Trend Test
    Direct Premiums Written
    FAH Level 1 & 2 "Yes" Responses
    Current Statement Year Annual scoring
    Current Year Quarterly scoring
  6. To save the report, select the appropriate option from the File menu.
  7. To return to the Summary reports page close your browser window. .
  8. To perform another search or navigate to a different application within iSite+, select the appropriate link at the top of the Summary Reports page.