To conduct an Advanced Search -

1. From the EDR Basic Search page, under the Advanced Search section, click the button of your choice (Policy, Claims, Agent Reports, Commissions Statement).
2. Once the Search screen displays enter your criterion, then click on the SEARCH button. 
3. The Search Results screen displays with a document list. Click the document icon to view the item.
   

Date/Time Stamp (Beginning Date and Ending Date)
This indicates the Date/Time the document was created. This is not the effective date of the policy/document. The Date/Time Stamp displays on the Search Results screen and can also be used as an Advanced Search option by using the Beginning Date and Ending Date fields. These two fields help narrow your search to a specific time frame instead of using the "Retrieve Documents for: Day, Week, Month" on the EDR Basic search page.

Document Description
The document description subcategorizes the document types into specific business type, cancellation, or billing status. The Document Description is displayed on the Search Results screen and can be used as an Advanced Search option. The results of your query will be limited to the specific Document Description you choose. Selections include:

Document Period
Helps to find agent reports and commission statements easily without needing to know the exact date (or range of dates). This field can be used instead of the Beginning Date and Ending Date fields. Simply select the month of the report you wish to view.

Monthly Renewal Listings: These are in the system 3 months prior to the month of the expirations. If you want the expiration listing for December, 2005, simply pick December 2005 in the Document Period drop down box (even though the current month may only be September, 2005)

Notice Activity Reports: These are available weekly on Friday for activity of that week. In the Document Period drop down box, pick the month in which the report you want falls, and you’ll see all reports for that given month. If the last week of the month is a split month, the report will fall under the new month. Example: Week ending report for Friday, September 2, 2005 will fall in September, not August.

Options include:

Document Type
Categorizes the documents into policy, report, bill info, or correspondence. The Document Type displays on the Search Results screen and can be used as an Advanced Search option.

Claims Documents
Correspondence documents related to a claim.

Includes the following:
Claims Acknowledgement and Claims Closing Letters, as well as Claims Checks.

Insured Searches
Provides access to policy or claims documents related to your insureds. For example:

1. If you want to view the history of all* documents related to a specific policy number key in the policy number and click on the corresponding SEARCH button.

2. If you want to view the history of all* documents related to a specific claim number key in the claim number and click on the corresponding SEARCH button.

 

* EDR is limited to returning 100 documents for a given search. If your Policy or Claim # search returns 100 results, you may want to use the Advanced Search function to narrow the criteria (e.g., specific Beginning and Ending date or specific recipient).

 

Important Information
As one of the query selections in the Retrieve Documents for: section, this search takes you directly to those documents that may require further action or additional information.

Documents in yellow are flagged as Important Information items. These are typically 'must read' action items. The yellow icon alerts you of documents in the packet that may require additional action (i.e.; missing information or requests for further action, as well as Direct Notice of Cancellation and Non Renewals).

Note - 'Important Information' documents will also appear on the results page of any policy search query.

Insured Name
The primary named insured listed on the policy Declarations Page.

When using the Insured Name to search please note the following:

Policy Documents
All viewable documents related to an insured.

Policy Number
The 10-digit policy number. Example: policy number 103-0611111111-03 would be entered as 0611111111.

Printing Your Documents

Instructions for printing a policy:

1. Search for the document(s) of your choice using the EDR Basic search page or the Advanced search options.
2. If your search successfully retrieved documents, the Search results page displays.
3. Click the document icon (white or yellow) corresponding with the document you wish to open. The document will open in Adobe Acrobat Reader.
4. Click the Adobe Acrobat Reader "Print" icon, or click "File" from the toolbar and select the "Print" function.

Instructions for printing multiple policies:

1. Search for the document(s) of your choice using the EDR Basic search page or the Advanced search options.
2. If your search successfully retrieved documents, the Search results page displays.
3. Select which document(s) you wish to print by clicking the respective "check box" on each row.
4. Make your selection (via radio buttons) to “View All Pages of Selected Documenhts” (i.e. - entire contents of each document), or "View Only Dec Pages of Selected Documents" (if applicable).
5. Your document(s) will open in dobe Acrobat Reader for printing.
6. Click the Adobe Acrobat Reader "Print" icon, or click "File" from the toolbar and select the "Print" function.

Producer Code
Agent’s 9-digit identification code for Foremost Insurance Company.

Use the following format containing no dashes (-): 929200999

Product Code
Indicates the type of risk insured with Foremost Insurance Company.

EXAMPLE: 602 FAMILY BOATERS

Recipient
To whom the document is directed.

The Recipient field can be used to narrow your search results in the Advanced Search for Policy or Claims. When performing the search, enter your criteria then select the Recipient type (Insured, Agent, Additional Interest, Agent/Insured, Agent/Insured/Additional Interest). Click the SEARCH button to display the specified results. Recipient of ‘agent’ is the most popular because those are the documents that are no longer mailed.

Note - The Agent/Insured and Agent/Insured/Additional Interest option is only applicable to those with Agent All distribution authority.

Retrieve Documents for: