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Policy Screen Explanation

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.

Company is the company the policy is associated with. There can be multiple companies or subsidiaries or just one primary company.
Plan Group is the group multiple plans are placed in for organizational purposes. The Plan Group field is only visible if Plan Group functionality is turned on in OIPA.
Plan is the brand name of the company’s proprietary product.
Plan Date is the date used to record policy application information.

Note:The entry date can be used as a cross reference for state approval requirements. This date can be back-dated or forward-dated.

Issue State is the state where the policy will be in effect. This field can be used to cross check against state insurance requirements.

Policy Name is an optional secondary indentifier 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.
Status Code shows a policy's current status. This is updated according to the activities applied to the policy.
Policy Status: shows a policy's current status. This is updated according to the activities applied to the policy.

The Policy Detail section contains specific policy information and will vary depending on the type of policy.

Sections of Policy screen

Areas of OIPA for Policy Information with Plan Group Functionality Turned Off