You can access Policy sub-module by clicking the LHS link Master Data > Policy. Upon clicking this link, the Policy page is displayed as depicted in the following figure:
The Policy page displays existing Policy details such as Policy ID, Policy Type, Policy Status, Policy Start Date, Policy Duration, and Primary Payee ID. You can also click the button to select additional details to be displayed. These include IsActive, Row Key, Payment Type, Line of Business, Policy Amt, Policy End Date, Policy Renewal Date, Qualified, Group Flag, NAICS Code, Cobra, Group Member Count, Agency ID, Control Number, Product ID, Commission Due Amount, and Policy Form.
This page also provides you options to search for existing Policy records, create new Policy records, edit existing Policy data, copy existing Policy data to create new record, and so on.
Leave A Comment