TASK #1

Is Process #1 of the Association Renewal Procedures Complete?

No Complete Process #1

Yes Review Process #2 Has Process #2 of the Association Renewal Procedures been reviewed? No

TASK #2

Yes

TASK #3

Double Click on Icon Associations - Shortcut (created in Process #1)

TASK #5

Is Access finished pulling the data?

No Yes

Access will notify when finished

Retrieve the exported data

TASK #6

Export data to Excel

TASK #4

Save to the proper association file

Using Text to Columns in Microsoft Excel, separate the month,day, and year in Column O (Info found in Task #2)

When prompted, enter the association code, start date, and end date Create a pivot table that displays annual amount of premium per line of business Create pivot table that reflects the annual average number of lives per group per line of business Sum the average number of lives

Begin Process #4 of the Association Group Renewals, How to Retrieve Claims by Association

TASK #7