DOCUMENT CLASS CATEGORY

Submission 1. UW Strategy

2. Info Gathering

3. Risk Assesments

4. Account Structure

5. Rating & Pricing

 5. Rating & Pricing

6. Negotiation

Policy

7. Issuance

8. Account Servicing

9. Risk Engineering
SUBCATEGORY DOCUMENT TYPE
Account Narrative/Review Account Narrative Referral
UW Decision Narrative
NB/Renewal Strategy Strategy
Customer Information Authorization
Compliance
Correspondence General Customer Info
Correspondence General UW year Info
Credit Agency Report
Customer Brochures
Financial Information General UW year Info
General Customer Info
General UW year Info
Insured Website/Internet Research
Report Customer Information
Exposure Information Checklist Exposure Information
Product and Company Information
Questionnaire Exposure Information
Submission / Application Correspondence Submission
Insured Values
Submission/Application
Claims Information Loss Runs
Report Claims Information
Collateral Agreement Collateral
Correspondence Collateral
Financial Analysis Financial Analysis
Financial Information D&B Report
Report Financial Information
Loss Analysis Loss Analysis
Referrals & Approvals Referrals & Approvals
Risk Analysis Line Setting
Risk Analysis
Syndication Loan Syndication Loan Documentation
MIP Allocation MIP
Correspondence MIP
Country Mapping from MIA
MIP Tax Record
Referral MIP
Program Structure
Reinsurance Agreement Reinsurance
Certificate Reinsurance
Correspondence Reinsurance
General Reinsurance
Quote Reinsurance
Referral Reinsurance
Submission Reinsurance
Rating Information Price
Referral Rating Information
Technical Price
Rating Tools
Proposal / Quote
Agreements
Binder
Bonds & Guarantees
Cancelled Bonds & Guarantees
Certificates of Insurance
Contract Notices
Contracts & Endorsements
Fronting Information
Invoice
Invoice Information
Underlying Policies / Contracts
Filing
Instructions
Risk Engineering Information
Risk Engineering Reports
Data Import Sheet Rating Tools
Checklist Proposal / Quote
Correspondence Proposal / Quote
Proposal / Quote
Referral Proposal / Quote
Wording Proposal / Quote
Agreements
Deductible agreement
Certificate Binder
Bonds & Guarantees Documentation
Cancelled Bonds & Guarantees Documentation
Certificates of Insurance
Data import sheet Contract Notices
General Contracts Notices
Policy
Wording Contracts & Endorsements
Fronting Invoice Information
Accounting
Bdx
Invoice
Statement of account
Correspondence Invoice Information
Undelying Policies
Underlying Quotes & Binders
MIP
Regulatory filing
Report Filings
Claims Information
Instruction
Agreement Risk Engineering Information
Correspondence Risk Engineering Information
General Risk Engineering Information
Account Analysis (Risk Engineering Report)
Risk Engineering Reports
UK Domestic UK
Other than UK Dom DOM
 NUMBER OF DOCUMENTS
<2012 2012 2013 2014 2015 2016 2017 2018

CAT 1
CAT 2
Note. Merge the green cells into the yellow one.
DOCUMENT CLASS CATEGORY
Risk Assessment
Account Structure
Submission
Rating & Pricing
Negotiation

Issuance
Policy

Account Servicing
SUBCATEGORY DOCUMENT TYPE Efile
Loss Analysis Loss Analysis
MIP Allocation MIP
Rating Information Price
Proposal / Quote Proposal / Quote
Agreements Agreements
Binder Certificate Binder
Certificates of Insurance Certificates of Insurance
General Contracts Notices
Contracts & Endorsements Policy
Wording Contracts & Endorsements
Invoice Invoice
Instructions Instruction
File Name <2012 2012
Loss Analysis
MIA Allocation
NCS Costs
Proposal
Agreement
Cover Note or Binder
Certificate
Email
Policy
Endorsement
Invoice
Quotation
2013 2014 2015 2016 2017 2018
Note. Merge the green cells into the yellow one.