Export Vehicle schedule to excel?

Started by Judy Means, January 24, 2011, 03:59:40 PM

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Judy Means

Can you export a vehicle schedule to Excel?  Chartis is wanting us to submit our vehicle list in excel format...says turnaround time for rating is faster. 


TIA



Judy
Judy Means
West Texas Insurance Exchange, Inc.
Odessa, Texas
TAM8.5 and other goodies

Coral

Using reports you can search the business auto form and pull the auto information that way. I thought you could do this at the client level, but I can't find it.
Coral Benton
Epic Online

Jan Regnier

It would be nice if you could do this like Cert holder list - export and import using excel!
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Judy Means

I hate going overboard for a company, but in the case of Chartis (AIG) we just might.  They are incrediably slow in quotes. 


Thanks all.  I'll check reports and see what I can do.
Judy Means
West Texas Insurance Exchange, Inc.
Odessa, Texas
TAM8.5 and other goodies

brinkerdana

Quote from: Jan Regnier on January 24, 2011, 05:03:10 PM
It would be nice if you could do this like Cert holder list - export and import using excel!

I put in a PMR on this when the certholder upload/download came into being.  Never heard another thing.
Dana Brinkerhoff
Retired

Lance Bateman

They do have this in Vision and Epic, but don't know if it's planned for TAM

Quote from: brinkerdana on January 24, 2011, 07:26:21 PM
Quote from: Jan Regnier on January 24, 2011, 05:03:10 PM
It would be nice if you could do this like Cert holder list - export and import using excel!

I put in a PMR on this when the certholder upload/download came into being.  Never heard another thing.

brinkerdana

I sure would be a nice option if you insure truckers or distributors with huge fleets.
Dana Brinkerhoff
Retired

Jim Jensen

You don't need a utility to get the list to excel. Just use reports. Use the search facility for forms, specify the client, select what fields you want from the app and then send it to Excel instead of a report.
Jim Jensen
CIC, CEO, CIO, COO, CFO, Producer, CSR, Claims Handler, janitor....whatever else.
Jensen Ford Insurance
Indianapolis

GeorgeW

Our users do this with reports like the others have said. You can do this for any schedule...vehicle list, drivers, inland marine, etc.
George Watson
AssuredPartners NL, Louisville, KY
Epic 2022 R2, MU2

Judy Means

Thanks all.  I played with the form/excel yesterday, to see how it would work.  I'm just not seeing how Chartis wants it.  I've asked for a format or sample so I can try to create from that then.  Otherwise...right now I've got one very, very long line. 


Judy
Judy Means
West Texas Insurance Exchange, Inc.
Odessa, Texas
TAM8.5 and other goodies