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The best way to show how the system is used and why it can save you money is by stepping
through an example. Below, is an example of a direct coverage project. Please note
that the charts displayed on these pages are from actual charts generated by
coChart Web that were converted to be used for internet use.
The actual charts are much clearer and precise.
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If you would like to see how the
system actually works and how charts will look and print, you can login and use an actual
project. To login, go to the Login
section and enter "guest1" for the user name and password. Make sure you
download and install the special viewer to view the charts in their original metafile
format.
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Example
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In this example, we will create a project for "ACME International Paper Products" showing it’s direct coverage since the
company started in 1975.
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After digging through many documents, the following table
of policies and their coverage was created (Table 1). Using a table like this one makes it
easier when entering data into the system.
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| Policy Name |
Insurer |
Start Date |
End Date |
Limit |
Excess |
Part Of (PO) |
Deductible |
| HT-392 |
Omega |
10/1/75 |
10/1/76 |
100k |
0 |
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10k |
| FHFHD-293 |
Beta |
10/1/76 |
10/1/77 |
100k |
0 |
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10k |
| FHSKLR-3932 |
Alpha |
10/1/77 |
10/1/78 |
500k |
0 |
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50k |
| F439329 |
Omega |
10/1/78 |
10/1/80 |
500k |
0 |
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50k |
| ADSFG3425 |
Alpha |
10/1/80 |
10/1/81 |
500k |
0 |
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50k |
| ASDF234ASDF |
Omega |
10/1/81 |
10/1/82 |
500k |
0 |
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50k |
| SADF234 |
Alpha |
11/1/81 |
5/1/82 |
2m |
1m |
4m |
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| FFH-29 |
Beta |
11/1/81 |
5/1/82 |
1m |
1m |
4m |
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| SKSJD 403 |
Gamma |
11/1/81 |
5/1/82 |
1m |
1m |
4m |
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| DFSDF31245 |
Alpha |
10/1/81 |
9/30/82 |
500k |
0 |
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50k |
| DFS-345 |
Alpha |
10/1/82 |
9/30/83 |
1m |
0 |
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100k |
| SRJ425 |
Gamma |
10/1/80 |
10/1/81 |
500k |
500k |
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| EQRY-245 |
Delta |
10/1/79 |
9/30/80 |
500k |
500k |
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| Table 1 |
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Once you have collected your data, you can begin entering it into the system. First,
log in to the system. Next, create a new project and call it "ACME International
Paper Products". This will allow you to later identify it and keep their data
separate from the others. Now that you have a project created, you can enter the
policies from the table above.
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The first chart we want to define will display all our policies proportionally spaced
on both the x-axis and the y-axis. This will give us the most realistic representation
of our data. We will call this "Chart1 - Prop X, Prop Y".
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At this time, we could define another chart that would view
our data in another way. However, we’ll first view our chart and come back later.
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Now that we have data and defined a chart, we can now see
our coverage for the company. When we select the View option, the system will generate the
chart, display it, and offer several different formats for you to download if desired.
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If we used the default chart settings, we will have generated the following chart.
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Chart 1
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There are three summary reports that you can generate for
each project you have in the system. They can be used to verify your data or simply to
give you a hard-copy of the data you have in your project. There are three reports to
choose from:
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In our final step, we’re going to create another chart
as our final chart. This final chart will print proportionally in the x-axis but evenly
spaced in the y-axis. We will automatically remove gaps in policy coverage, add vertical
lines, add additional hash marks on the y-axis every ½ and 1/4 hash mark, and generate it
in color.
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To add this final chart, we go back to the charts section
and select Add from the menu items. We name the chart "Final Chart - Prop X,
Step-Y". Then we set the other attributes outlined above and save it when we’re
done.
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To view the chart, select View from the menu and our final chart is generated and
displayed. Chart 2 shown below is the result of our final chart view.
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Chart 2
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One of the great features of using coChart Web is
when changes are made. Adding or deleting policies will automatically be updated in ALL
your charts. Once you have completed making your changes, simply view each chart and
print.
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To finish our example, lets add the policies in table 2
below to our project.
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| Policy Name |
Insurer |
Start Date |
End Date |
Limit |
Excess |
Part Of (PO) |
Deductible |
| TJWOW-393 |
Zeta |
10/1/81 |
10/1/82 |
500k |
500k |
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| FH-393 |
Iota |
5/1/82 |
9/30/82 |
3m |
1m |
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| Table 2 |
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If we go back and view both charts we previously defined, we get the following charts.
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Chart 3
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Chart 4
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Notice how the newly entered policies are added to the
existing chart and how all the other policies automatically adjust to the attributes
defined in each chart. Try doing that manually!
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