Policy Register (MPCI)

Overview

The MPCI Policy Register (Reports > MPCI Reporting > Policy Register) is where users can search for policies they have access to view in the System (access to agencies/policies is dependent on the agency associations the user has on their User Profile) using a variety of filters and export a report of the policies found for use outside of the System.

1. On the Policy Register page, use a combination of the criteria fields in the Criteria section to search for policies. Refer to the table below for information on each criteria field.
Field Description
Year Select either "Crop Year" or "Reinsurance Year" and then select the year in which you want to search for policies from the Year dropdown.
Processing Region To include only policies in a certain processing region, select the processing region to include in results from the Processing Region dropdown.
State To include only policies in a certain state, select the state to include in results from the State dropdown.
Agency To include only policies from a certain agency, select the agency to include in results. To include sub-agencies of the selected agency, mark the Include Related Agency(ies) checkbox. The agencies available to the user depend on the user's agency associations.
Agent To include only policies assigned to a specific agent, select the agent to include in results from the Agent dropdown.
Crop To include only policies that have coverages with a specific crop, select the crop to include in results from the Crop dropdown. This field's options are dependent on the Year selected.
Crop Type To include only policies that have coverages with a specific crop type, select the crop to include in results from the Crop Type dropdown.
Plan To include only policies that have coverages with a specific plan, select the plan to include in results from the Plan dropdown. This field's options are dependent on the Year selected.
CIS To include only policies that have coverages with a specific CIS/underwriter, select the CIS to include in results from the CIS dropdown.
Sales Closing Date To include only policies that have coverages with a specific Sales Closing Date in the results, in Sales Closing Date, type the date in the MM/DD/YYYY format or use the calendar tool to select a date.
Acreage Reporting Date To include only policies that have coverages with a specific Acreage Reporting Date in the results, in Acreage Reporting Date, type the date in the MM/DD/YYYY format or use the calendar tool to select a date.
Policy Number To return results for only a specific policy number, type the full policy number (i.e., 7-digit policy number) in the Policy Number field.
Exclude Coverages With No Detail Line To exclude coverages that don't have detail lines, mark the Exclude Coverages With No Detail Line checkbox.
Include Cancelled Policies To include canceled policies in the results, mark the Include Cancelled Policies checkbox.
Include Quotes To include quotes in the results, mark the Include Quotes checkbox.
Include Apps Missing Signature To include apps with missing signature dates, mark the Include Apps Missing Signature checkbox.
2. Click Display Results. In the Results grid, the System displays any policies that meet your selection criteria from step 1. The columns in this grid can be sorted and filtered as needed.

NOTE: Based on the search criteria you selected in step 1, the Policy Register Report may generate and automatically be sent to the Print Queue (Tools > Dashboard > Print Queue tab) where you can retrieve an Excel version of the report (the same report you would have been able to export in step 3 below if the Results grid had populated with results). If this happens, the Results grid won't populate with policies found, and a message will display above the Criteria section of the Policy Register page (see image below) that provides links you can follow to retrieve your Policy Register Report: "Report was added to the print queue. Click here to open."

3. To export the report to Excel, click the Export to Excel button. An Excel workbook downloads to your browser for you to open to view or save. This workbook displays the CY/RY, Agency Name, Insured Name, Entity Type, Policy #, State, County, Crop, Plan, Coverage Level, Price Election, Options, SCD, ARD , Coverage Status, Agent, Agent of Record, Processing Region, and Base Premium for each policy in the Results grid.

NOTE: The Excel workbook exported from the Policy Register Results grid displays all policies that match the search criteria selected in step 1 regardless of any filtering or sorting the user may have applied to the Results grid.