Policy Screen
There are two sections on the Policy screen that contain policy information: Policy and Policy Detail. The Policy section contains basic policy information found in the top portion of the Policy screen. It remains the same regardless of the type of policy.
Note: All fields on the Policy screen are configurable, so some fields may be named in a manner that is different from the fields listed below.
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Company is the entity the policy is associated with. There can be multiple companies or subsidiaries or just one primary company.
- Product is the highest level of coverage which is packaged to include all possible plan offerings, benefit packages, features and ranges.
- Plan is the brand name of the company’s proprietary product.
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Policy Name is an optional secondary identifier for the policy. This helps identify policies during a search.
- Policy Number is the unique identifier for the policy. This is automatically generated when a policy is created.
- Policy Status: shows a policy's current status. This is updated according to the activities applied to the policy.
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Plan Date is the date used to record policy application information.
Important | The entry date can be used as a cross reference for state approval requirements. This date can be back-dated or forward-dated. |
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Issue State is the state where the policy will be in effect. This field can be used to cross check against state insurance requirements.
The Policy Detail section contains specific policy information and will vary depending on the type of policy.