Add New Policy

The Add New Policy option enables you to create new Policy records in the database. Perform the following procedure to create a new Policy record:

Click button.

The Policy – Add page is displayed.

Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Payment Type	Select the payment type from the drop down list. The Available options are the following: · Cash · Check · Credit Card · EFT · Paypal
Policy ID	Enter the unique Policy ID.
Line of Business	Click the drop down list and select the line of business. The available options are the following: · Annuity · Auto · General · Health · Life · Long Term Care You can also click button to view the Option List.
Policy Type	Click the drop down list and select the Policy type. The available options are the following: · Health Insurance · HR Benefits · Medical Group · Medicare · Term Life · Whole Life
Policy Amt	Enter the Policy amount.
Policy Status	Click the drop down list and select the Policy status. The available options are the following: · Added · Applied · Carrier Approved · Carrier Rejected · Closed · In-force · Submitted You can also click button to view the Option List.
Policy Start Date	Click the text field adjacent to this field and select the Policy start date from the calendar.
Policy End Date	Click the text field adjacent to this field and select the Policy end date from the calendar.
Policy Duration	Enter the policy duration.
Policy Renewal Date	Click the text field adjacent to this field and select the Policy renewal date from the calendar.
Qualified	Select the check box adjacent to this field, if the policy is qualified.
Group Flag	Select the check box adjacent to this field, if the policy is grouped.
IsActive	Select the check box adjacent to this field, if the policy is active.
NAICS Code	Enter the North American Industry Classification System code.
Cobra	<Content>
Group Member Count	Enter the number of group members.
Agency ID	Enter the agency ID.
Control Number	Enter the control number.
Commission Due Amount	Enter the commission due amount.
Policy Form	Enter the policy form details.
*Relates To*
Product ID	Enter/pick the Product ID. You can enter the complete product ID or enter partial product ID. As you key in the characters, matching product IDs are displayed as suggestions. You can pick the appropriate product ID. Or, you can click button to pick a product ID from the Lookup window. You can also click button to view the Option List.
Customer ID	Enter/pick the Customer ID. You can enter the complete customer ID or enter partial customer ID. As you key in the characters, matching customer IDs are displayed as suggestions. You can pick the appropriate customer ID. Or, you can click button to pick a customer ID from the Lookup window. You can also click button to view the Option List.
Vendor ID	Enter/pick the Vendor ID. You can enter the complete vendor ID or enter partial vendor ID. As you key in the characters, matching vendor IDs are displayed as suggestions. You can pick the appropriate vendor ID. Or, you can click button to pick a vendor ID from the Lookup window. You can also click button to view the Option List.
Household ID	Enter the Household ID.
Customer DOB	Enter the customer’s date of birth by picking the appropriate date from calendar.
Customer State	Enter the state at which the customer is located.
*Premium Details*
Premium Amt	Enter the premium amount.
Premium Due Date	Enter the premium payment due date.
Premium Frequency	Enter the premium frequency.
Premium Received Date	Enter the premium received date.
Number of Premiums Received	Enter the number of premiums received.
Number of Premiums Due	Enter the number of premiums due.
Comments	Enter comments about the premium.
*Payee Information*
Primary Payee ID	Enter/pick the Primary Payee ID. You can enter the complete Primary Payee ID or enter partial Primary Payee ID. As you key in the characters, matching Primary Payee IDs are displayed as suggestions. You can pick the appropriate Primary Payee ID. Or, you can click button to pick a Primary Payee ID from the Lookup window. You can also click button to view the Option List.
Primary Payee Credit Pcnt	Enter the primary payee’s credit percentage.
Payee2 ID	Enter/pick the Payee2 ID. You can enter the complete Payee2 ID or enter partial Payee2 ID. As you key in the characters, matching Payee2 IDs are displayed as suggestions. You can pick the appropriate Payee2 ID. Or, you can click button to pick a Payee2 ID from the Lookup window. You can also click button to view the Option List.
Payee2 Credit Pcnt	Enter the payee 2’s credit percentage.
Payee3 ID	Enter/pick the Payee3 ID. You can enter the complete Payee3 ID or enter partial Payee3 ID. As you key in the characters, matching Payee3 IDs are displayed as suggestions. You can pick the appropriate Payee3 ID. Or, you can click button to pick a Payee3 ID from the Lookup window. You can also click button to view the Option List.
Payee3 Credit Pcnt	Enter the payee 3’s credit percentage.
Payee4 ID	Enter/pick the Payee4 ID. You can enter the complete Payee4 ID or enter partial Payee4 ID. As you key in the characters, matching Payee4 IDs are displayed as suggestions. You can pick the appropriate Payee4 ID. Or, you can click button to pick a Payee4 ID from the Lookup window. You can also click button to view the Option List.
Payee4 Credit Pcnt	Enter the payee 4’s credit percentage.
Payee5 ID	Enter/pick the Payee5 ID. You can enter the complete Payee5 ID or enter partial Payee5 ID. As you key in the characters, matching Payee5 IDs are displayed as suggestions. You can pick the appropriate Payee5 ID. Or, you can click button to pick a Payee5 ID from the Lookup window. You can also click button to view the Option List.
Payee5 Credit Pcnt	Enter the payee 5’s credit percentage.
Payee6 ID	Enter/pick the Payee6 ID. You can enter the complete Payee6 ID or enter partial Payee6 ID. As you key in the characters, matching Payee6 IDs are displayed as suggestions. You can pick the appropriate Payee6 ID. Or, you can click button to pick a Payee6 ID from the Lookup window. You can also click button to view the Option List.
Payee6 Credit Pcnt	Enter the payee 6’s credit percentage.
Payee7 ID	Enter/pick the Payee7 ID. You can enter the complete Payee7 ID or enter partial Payee7 ID. As you key in the characters, matching Payee7 IDs are displayed as suggestions. You can pick the appropriate Payee7 ID. Or, you can click button to pick a Payee7 ID from the Lookup window. You can also click button to view the Option List.
Payee7 Credit Pcnt	Enter the payee 7’s credit percentage.
Payee8 ID	Enter/pick the Payee8 ID. You can enter the complete Payee8 ID or enter partial Payee8 ID. As you key in the characters, matching Payee8 IDs are displayed as suggestions. You can pick the appropriate Payee8 ID. Or, you can click button to pick a Payee8 ID from the Lookup window. You can also click button to view the Option List.
Payee8 Credit Pcnt	Enter the payee 8’s credit percentage.
Payee9 ID	Enter/pick the Payee9 ID. You can enter the complete Payee9 ID or enter partial Payee9 ID. As you key in the characters, matching Payee9 IDs are displayed as suggestions. You can pick the appropriate Payee9 ID. Or, you can click button to pick a Payee9 ID from the Lookup window. You can also click button to view the Option List.
Payee9 Credit Pcnt	Enter the payee 9’s credit percentage.
Referral ID	Enter/pick the Referral ID. You can enter the complete Referral ID or enter partial Referral ID. As you key in the characters, matching Referral IDs are displayed as suggestions. You can pick the appropriate Referral ID. Or, you can click button to pick a Referral ID from the Lookup window. You can also click button to view the Option List.
Referral Credit Pcnt	Enter the credit percentage allocated for referral.
*Other Details*
Application Number	Enter the application number.
First Time Policy MIPPA	Enter the Medicare Improvements for Patients and Providers Act details.
Policy Status Change Date	Click the text field adjacent to this field and select the policy status change date from the calendar.
Medicare Number	Enter the medicare number.
Application Enrollment Date	Click the text field adjacent to this field and select the application enrollment date from the calendar.
Medical Number	Enter the medical number.
Owner	This field is auto populated with the name of the user who has created this record.
*Extended Fields*
Testing	Select the required currency from the drop down list. Or, you can click button to pick a currency from the Lookup window. You can also click button to view the Option List.