Create Policies Description
Policyholder TypeRequired
Policyholder - ID
Carrier - Name
Carrier - ID
Policy Number
Premium
Lives
Pay Frequency
Project Code - Text
Project Code - ID
Status - Text
Status - ID
Coverage Type - Text
Coverage Type - ID
App Submit Date
Effective Date
Renewal Date
Term Date
Signed By - First Name
Signed By - Last Name
Signed By - Middle Name
Signed By - ID
Account Manager - First Name
Account Manager - Last Name
Account Manager - ID
Servicing Agent - Agency - Name
Servicing Agent - Agency - ID
Servicing Agent - Agent Number
Servicing Agent - Agent Number - ID
Servicing Agent - First Name
Servicing Agent - Last Name
Servicing Agent - Middle Name
Servicing Agent - ID
Additional Agent 1 - First Name
Additional Agent 1 - Last Name
Additional Agent 1 - Middle Name
Additional Agent 1 - ID
Additional Agent 2 - First Name
Additional Agent 2 - Last Name
Additional Agent 2 - Middle Name
Additional Agent 2 - ID
Additional Agent 3 - First Name
Additional Agent 3 - Last Name
Additional Agent 3 - Middle Name
Additional Agent 3 - ID
Additional Agent 4 - First Name
Additional Agent 4 - Last Name
Additional Agent 4 - Middle Name
Additional Agent 4 - ID
Additional Agent 5 - First Name
Additional Agent 5 - Last Name
Additional Agent 5 - Middle Name
Additional Agent 5 - ID
Group Policy - Renewal Percent
Group Policy - New Hire Eligibility - Text
Group Policy - New Hire Eligibility - ID
Group Policy - Eligibility Hours - Text
Group Policy - Eligibility Hours - ID
Group Policy - Rate Method
Group Policy - Waiting Period
Group Policy - Classifications
Group Policy - Notes
Individual Policy - Pay Method - Text
Individual Policy - Pay Method - ID
Individual Policy - Notes
Individual Policy - Member ID
Policy Coverage - Carrier Product - Text
Policy Coverage - Carrier Product - ID
Policy Coverage - Effective Date
Policy Coverage - Premium
Policy Coverage - Renewal Date
Policy Coverage - Status
Policy Coverage - Notes
Policy Coverage - Fees
Policy Coverage - Override FieldSet
Policy Custom Fields Note