Policy Status Configuration

In this area, you can define the statuses used throughout the system when a user adds or performs an action on a policy, or when Download updates a policy. If you do not want Download to change a policy status, you can configure that status to remain unchanged on policies updated by Download, regardless of the settings in Company Interface Configuration.

You can run reports to track revenue based on policy status and can also opt to post income by policy status at Month-End in Accounting Methods Configuration. After adding a policy status to this area, you will need to use the Generate Required Subaccounts action so that the income posts accurately.

1. From the Home screen, do one of the following:
    
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Statuses on the navigation panel.
4. A list of policy statuses that are in your system displays. To change the sort order, click the column heading by which you would like to sort.

You can do the following from here:

2. • Add a Policy Status

     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Statuses on the options bar.
        • Click File > New > Statuses on the menubar.
        • Press [Insert] on your keyboard.
     2. Enter the new policy status Code.
     3. If you do not want Download to change the status of policies with this status, you can select the Retain this line status regardless of download transaction checkbox.
     4. The active language displays in the Language dropdown menu and is based on your Primary Language as set up in Regional Settings Configuration.
     5. Enter a Description of the status.
        1. If you have more than one language available, the Description you enter populates for every language.
        2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
        3. The Update matching descriptions in other languages options defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
     6. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
        
        Note: If you use Applied Analytics, the policy status code you have added populates as part of your nightly update. However, you must update its mapping in the Settings area of Analytics for it to display on Analytics dashboards.

   • Edit a Policy Status

     1. Click to highlight the policy status that you wish to revise in the list, and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the policy status.
        • Press [Enter].
     2. Revise the Code if necessary.
     3. If you do not want Download to change the status of policies with this status, you can select the Retain this line status regardless of download transaction checkbox.
     4. Revise the Description as necessary.
        1. If the Update matching descriptions in other languages option is checked and descriptions for more than one language match, any change you make to one description will be applied to the other description after you click Finish. Deselect this box if you prefer to update each description individually.
     5. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
        
        Note: If you use Applied Analytics, your changes to the policy status code populate as part of your nightly update. Make sure to update the code’s mapping in the Settings area of Analytics to keep dashboard calculations accurate and up-to-date.

   • Delete a Policy Status

     Note: You cannot delete statuses that are currently in use.

     1. Click to highlight the policy status that you wish to delete in the list.
     2. Do one of the following:
        • Click the Delete button to the left of the list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     3. You are prompted: "Do you wish to delete this record?" Click Yes.

   • Inactivate/Reactivate a Policy Status

     1. If you are reactivating a policy status, click the Include Inactive link label on the right side of the header bar.
     2. Click the policy status you wish to inactivate or reactivate.
     3. Click Actions > Inactivate/Reactivate on the options bar, or click Actions > Inactivate/Reactivate one the menubar.
     4. You are prompted to verify the change. Click Yes.

   • Print a List of Policy Statuses

     1. To print the list of the policy statuses, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.