Policy

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Policy Management Fields

General Information

  • Insured (insured): The name of the insured party. [Link]

  • Broker (broker): The broker handling the insurance policy. [Link]

  • Carrier (carrier): The insurance carrier providing the policy. [Link]

  • Policy Number (policy_number): The unique identifier for the policy. [Data]

Policy Details

  • Policy Type (policy_type): The type of insurance policy. Options include Bond, Builders Risk, Commercial Auto, Commercial Property, Excess, General Liability, Inland Marine, Professional Liability, Workers Compensation. [Select]

  • Effective Date (effective_date): The start date of the insurance policy. [Date]

  • Expiration Date (expiration_date): The end date of the insurance policy. [Date]

Business Information

  • Business Type (business_type): The classification of business for the policy. Options include New Business, Renewal, Endorsement, Reinstated. [Select]

  • Status (status): The current status of the policy. Options include Proposal, Active, Cancelled, Expired, Non-Renewal. [Select]

Financial Information

  • Broker Fee (broker_fee): The fee charged by the broker. [Currency]

  • Total Premium (total_premium): The total premium amount for the policy. [Currency]

  • Down Payment (down_payment): The initial payment made toward the total premium. [Currency]

  • Installment Amount (installment_amount): The amount of each installment payment. [Currency]

  • Number of Installments (number_of_installments): The total number of installments for the premium payment. [Int]

Additional Details

  • MGA (mga): The managing general agent for the policy. [Link]

  • Financing Company (financing_company): The company providing financing for the policy. [Link]

  • State (state): The state in which the policy is issued. [Data]

General Liability

  • Claims Made (gl_claims_made): Whether the general liability coverage is on a claims-made basis. [Check]

  • Occurrence (gl_occurrence): Whether the general liability coverage is on an occurrence basis. [Check]

  • Aggregate Limit Applies to GL (gl_aggregate_limit_applies_to): Specifies to what the general liability aggregate limit applies. Options include Policy, Project,Location. [Select]

  • Additional Insured (gl_additional_insured): Indicates if there is additional insured on the general liability policy. [Check]

  • Waiver of Subrogation (gl_waiver_of_subrogation): Whether a waiver of subrogation is included in the general liability policy. [Check]

  • Each Occurrence (gl_each_occurrence_limit): The limit amount per occurrence for general liability. Options include $250,000, $500,000, $1,000,000. [Select]

  • Damage to Rented Premises (gl_damage_to_rented_premises_limit): The coverage limit for damage to rented premises under general liability. Options include $50,000, $100,000, $300,000. [Select]

  • Medical Expenses (gl_medical_expenses_limit): The limit for medical expenses under general liability. Options include $5,000, $10,000, $15,000. [Select]

  • Personal and Advertising Injury (gl_personal_and_advertising_injury_limit): The coverage limit for personal and advertising injury under general liability. Options include $250,000, $500,000, $1,000,000, $2,000,000. [Select]

  • General Aggregate (gl_general_aggregate_limit): The general aggregate limit for general liability. Options include $250,000, $500,000, $1,000,000, $2,000,000. [Select]

  • Products Completed (gl_products_completed_limit): The limit for products-completed operations under general liability. Options include $250,000, $500,000, $1,000,000, $2,000,000. [Select]

  • Self Insured Retention (gl_self_insured_retention): The amount that must be paid out-of-pocket by the insured before the insurer's obligation to pay is triggered. [Data]

Workers' Compensation (WC)

  • Any Executive Member Excluded (wc_any_executive_member_excluded): Indicates if any executive member is excluded from the workers' compensation coverage. [Check]

  • Waiver of Subrogation (wc_waiver_of_subrogation): Indicates if a waiver of subrogation is included in the workers' compensation policy. [Check]

  • Per Statute (wc_per_statute): Indicates if the coverage complies with statutory requirements. [Check]

  • Each Accident (wc_each_accident_limit): The coverage limit per accident under the workers' compensation policy. Options include $100,000, $500,000, $1,000,000, $2,000,000. [Select]

  • Disease Policy Limit (wc_disease_policy_limit): The policy limit for disease coverage under workers' compensation. Options include $100,000, $500,000, $1,000,000, $2,000,000. [Select]

  • Disease Each Employee (wc_disease_each_employee_limit): The limit for each employee for disease coverage under workers' compensation. Options include $100,000, $500,000, $1,000,000, $2,000,000. [Select]

Commercial Auto

  • Any Auto (commercial_auto_any_auto): Coverage applies to any auto. [Check]

  • Owned Autos Only (commercial_auto_owned_autos_only): Coverage is limited to owned autos only. [Check]

  • Hired Autos Only (commercial_auto_hired_autos_only): Coverage is limited to hired autos only. [Check]

  • Scheduled Autos (commercial_auto_scheduled_autos): Coverage is limited to scheduled autos only. [Check]

  • Non-owned Autos (commercial_auto_non_owned_autos): Coverage includes non-owned autos. [Check]

  • Additional Insured (commercial_auto_additional_insured): Indicates if there is additional insured on the commercial auto policy. [Check]

  • Combined Single Limit (commercial_auto_combined_single_limit): The combined single limit for the commercial auto policy. Options include $100,000, $300,000, $500,000, $1,000,000. [Select]

Excess Liability

  • Excess Liability (excess_excess_liability): The type of excess liability coverage. Options include Excess, Umbrella. [Select]

  • Occurrence (excess_occurrence): Indicates if the excess liability is based on occurrence. [Check]

  • Claims Made (excess_claims_mad): Indicates if the excess liability is based on claims made. [Check]

  • Additional Insured (excess_additional_insured): Indicates if there is additional insured on the excess liability policy. [Check]

  • Waiver of Subrogation (excess_waiver_of_subrogation): Indicates if a waiver of subrogation is included in the excess liability policy. [Check]

  • Each Occurrence (excess_each_occurrence_limit): The coverage limit for each occurrence under the excess liability policy. Options range from $1,000,000 to $10,000,000. [Select]

  • Aggregate (excess_aggregate_limit): The total aggregate coverage limit for the excess liability policy. Options range from $1,000,000 to $10,000,000. [Select]

Bond

  • Bond Number (bond_number): The unique identifier for the bond if applicable. [Data]

  • Bond Term (bond_term): The term of the bond coverage. Options include 1 Year, 2 Year, 3 Year. [Select]

  • Bond Amount (bond_amount): The monetary amount the bond covers. [Currency]

Professional Liability

  • Limit (professional_liability_limit): The coverage limit for the professional liability policy. Options range from $1,000,000 to $5,000,000. [Select]

Builders Risk

  • Policy Limits (builders_risk_policy_limits): The total coverage amount of the builders risk policy. [Currency]

  • Deductible (builders_risk_deductible): The deductible amount for the builders risk policy. [Currency]

Commercial Property

  • Basic (commercial_property_basic): Indicates basic coverage for commercial property. [Check]

  • Broad (commercial_property_broad): Indicates broad coverage for commercial property. [Check]

  • Special (commercial_property_special): Indicates special coverage for commercial property. [Check]

  • Building (commercial_property_building): Indicates if the coverage includes buildings. [Check]

  • Personal Property (commercial_property_personal_property): Indicates if the coverage includes personal property. [Check]

  • Building Limit (commercial_property_building_limit): The coverage limit for buildings under the property policy. [Currency]

  • Personal Property Limit (commercial_property_personal_property_limit): The coverage limit for personal property under the property policy. [Currency]

Inland Marine Coverage

  • Term (inland_marine_term): The term of the inland marine coverage. Typically 1 Year. [Select]

  • Coverage Limit (inland_marine_coverage_limit): The limit of coverage under the inland marine policy. [Currency]

Additional Documentation and Information

  • Transaction Sheet (transaction_sheet): A document outlining the details and transactions of the policy. [Link]

  • Lead ID (lead_id): The identifier for the lead associated with the policy. [Data]

  • Policy Docs (policy_docs): Any documents related to the policy itself. [Attach]

  • Binder (binder): The temporary insurance contract that provides proof of coverage until a permanent policy is issued. [Attach]

  • Sales Invoice (sales_invoice): The invoice documenting the sale of the insurance policy. [Attach]

  • Finance Agreement (finance_agreement): The agreement outlining the financing of the policy premiums. [Attach]

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