Exporting a Reinsurance Program

Reinsurance programs are created in a project and can only be viewed and applied within that project. However, you can export Excess of Loss (XOL), Quota Share, and Surplus Share programs and then import them into other projects. The export file will contain the program name, the date the program was created, treaty information, and line of business and area filters.

This topic describes how to export reinsurance programs from a project's Reinsurance Programs pane. You can also export reinsurance programs when you export a project (Confirm Exposure & Select Formats Section).

Note:

While you cannot export Facultative certificates via the Reinsurance Program Manager, you can view the terms at the contract's location or layer level, select the information, and then copy and paste the information into a text file.

You can export a reinsurance program to a *.CSV or *.RPX file.

Procedure

To export a reinsurance program:

Open a project.
In the project's navigation pane, click Reinsurance.

The Reinsurance Programs pane lists the available programs.
In the Reinsurance Programs pane, highlight the row containing the reinsurance program that you want to export.
Hover the pointer over the Export icon ().

The tooltip indicates that you can save the reinsurance program to an external file, .RPX or .CSV.
Click Export .

The Export Reinsurance Program dialog box opens with the name of the selected program in the File name field.
Navigate to a shared network folder with Read/Write access.
[Optional] Modify the file name.
Select the file type.

The default is CSV Program Files (*.csv).
Click Save.
If the file exists, the system prompts you to replace it.
Do one of the following:
- Click Yes to replace the file.
- Click No if you do not want to replace the file.
  
  If the file does not exist, the system creates it and displays the message Export Reinsurance Program successfully completed with additional details about the destination folder for the exported program.