to continue.Activity categories categorize the entries recorded in the Activity file. For example, all entries made when you submit new applications file under the same activity category. This feature helps you group Activity file entries and provides logical breakdowns of the entries that display on the following Activity file reports: Tracking Activity, Follow-up, Exceptions, Rejections, and Marketing Plan Analysis. Activity categories defined through this option are available on default selection lists when you file Activity file entries, improving consistency in those entries. You can add more activity categories as needed using this program.
Listed below are the default categories. Follow these steps to access the Define Activity Categories menu.
to continue.| Activity Category | Description |
| ADDR | Address Change |
| APPO | Appointment |
| ARCH | Archives |
| ATCH | File attached |
| AUID | Auto ID Card for |
| BCDE | Barcode Generated |
| BIND | Binder |
| CALL | Call the Insured |
| CALU | Called the Company Underwriter |
| CANC | Cancellation Notice Sent |
| CANF | Cancellation Request Follow-Up |
| CASH | Cash Received by Agency |
| CERT | Certificate Sent to who? |
| CFOR | Custom Application Submitted |
| CHGF | Change Request Follow-Up Letter |
| CHGR | Change Request/Describe |
| COPY | Copy of |
| CRS1 | Initial Contact Cross Sell |
| DADD | DADs Report Received |
| DADR | DADs Report Sent |
| DATA | Gathering Data in Progress |
| DEST | Destroy File |
| DOCU | Document-Describe Type |
| DOWN | Download Received |
| DRFT | Draft Copy Sent |
| DUNN | Dunning Letter |
| EMAL | Email Attached |
| ESNT | Email Sent |
| EVID | Evidence of Property |
| EXDT | Exdate Follow-up |
| FAXX | Faxed Information-Describe |
| FILC | File Completed |
| FLET | Form letter-Describe |
| FRCV | Fax Received |
| FSNT | Fax Sent |
| HOME | Print Home Declarations Page |
| IECR | Import/Export Commercial Risks |
| IMAG | Image Attached |
| LOSS | Loss Notice Sent-Describe |
| Mail Copy to | |
| MEMO | Memo to |
| MISC | Misc-Describe |
| MVRD | MVR Received |
| MVRR | MVR Transmitted |
| PHON | Phone call/From Whom/describe |
| POLI | Policy Sent to Insured |
| PROP | Proposal Submitted |
| QTAP | App Submitted for Quote |
| QUOT | Quoting |
| RECV | Received Zip File |
| RENL | Renewal Processed |
| REQ2 | 2nd Request-About What? |
| REVI | Review Coverage Limits for REN |
| SALE | Prospect Sale Made |
| SBAP | App Submitted for Policy |
| SDWU | Submission Discussed w/Underwriter |
| STAT | Statement of Values |
| SUMM | Summary of Insurance Sent |
| SURV | Risk Survey Printed |
| T-IN | Transferred App in from Floppy |
| TCOR | Tfile Correspondence Filed/Describe |
| TEND | Tfile Endt Processed/Filed |
| TFIL | Tfiled - What? |
| TINF | Tfile Info Filed/Describe |
| TOUT | Transferred App out to Floppy |
| TPOL | Tfile Policy Processed/Filed |
| TZIP | Transferred Zip File |
| UNCD | Claim Report Received |
| UNCR | UNCLE Transmitted |
| UTIL | Utility Performed |
| WIZD | Wizard Suspended |
| XCEL | Excel Spreadsheet |
Use the ADDR activity category when you change an address on a client. The default follow-up date is 28 days after entry date, and the default action date is 14 days after the follow-up date. The default action code indicates that if no action is taken, the entry lists on the Exceptions report under the category of MAP - missed appointment.
Use the APPO activity category to indicate an appointment with the client. No default follow-up date or action date is provided. The default action code indicates that, if no action is taken on the entry before the action date, the entry lists on the Exceptions report under the category of MFU - missed miscellaneous follow-up.
ARCH is automatically generated when an archive is run on TAM data. No default follow-up date or action date is provided. The default action code indicates that the entry should close automatically on the entry's action date.
After a file is attached, the ATCH activity category should be filed. No default follow-up date or action is provided. The default action code indicates that the entry should close automatically on the entry's action date.
When you produce Auto ID Cards for clients, you should file entries of this type. No default follow-up date or action date is provided. The default action code indicates that the entry should close automatically on the entry's action date.
When you produce a Barcode for clients, you should file this type of entry. No default follow-up date or action date is provided. The default action code indicates that the entry should close automatically on the entry's action date.
Use this activity category when producing binders for clients. The follow-up date defaults to 28 days following the entry of the item, and the action date defaults to seven days after the follow-up date. The default action code indicates that, if no action is taken on the entry before the action date, the entry lists on the Exceptions report under the category of MBF - missed binder follow-up.
Use this activity category to prompt a phone call to the insured. The follow-up date defaults to seven days after the entry date, and the action date defaults to one day after the follow-up date. A default action code is provided indicating that, if no action is taken before the action date, the item should list on the Exceptions report under the code of MPC - missed phone call.
Use this activity category when you want to record an entry as a reminder that you must call or have called the company underwriter about something. The follow-up date defaults to seven days in the future, and the action date defaults to seven days after the follow-up date. The action code presented as the default indicates that the entry lists on the Exceptions report under the code of MPC - missed phone call - if no action is taken by the action date.
Use this activity category for entries filed when a cancellation request is sent to the company. The follow-up date defaults to 21 days after the entry date, and the action date defaults to seven days after the follow-up date. The default action code places the entry on the Exceptions report under the CCO code - call company underwriter - if no further action is taken by the action date.
This activity category is defined for use when a follow-up letter is sent to the company to check the status of a customer's cancellation. The follow-up date defaults to seven days after the entry date, but no default action date is presented. The action code default specifies that the entry should be placed on the Exceptions report under the category CCO - call company underwriter.
Use this activity category to record cash received from customers. No default follow-up or action dates are provided. The action code defaults to CL, indicating that the entry should close automatically on the action date.
Use the CERT activity category when certificates are issued to a client's certificate holders. No default follow-up or action dates are provided. The action code defaults to CL, indicating that the entry should close automatically on the action date.
Use this activity category on entries filed when company custom forms are submitted to the appropriate companies for a client. The follow-up date defaults to 28 days later than the entry date, and the action date defaults to seven days after the follow-up date. The action code default specifies that the entry lists on the Exceptions report under the code CCO - call company underwriter.
Use the CHGF activity category when a follow-up letter is sent to the company to check the status of a customer's change request. The follow-up date defaults to seven days after the entry date, but no default action date is presented. The action code default specifies that the entry should list on the Exceptions report under the code CFL - generate customer formletter.
Record CHGR entries when change requests are sent to companies. The follow-up date defaults to 28 days later than the entry date, and the action date defaults to seven days after the follow-up date. The action code default specifies that the entry should list on the Exceptions report under the code CCO - call company underwriter.
Use this activity category for entries filed when doing a file copy. The follow-up date defaults to 28 days later than the entry date, and the action date defaults to 14 days after the follow-up date. The default action code places the entry on the Exceptions report under the MFU code - missed miscellaneous follow-up - if no further action is taken by the action date.
Use this code for customers or prospects where a cross-selling opportunity is identified. The follow-up date defaults to seven days after the entry date, and the action date defaults to two days after the follow-up date. The default action code indicates that, if no action is taken by the specified date, the entry should list on the Exceptions report under the code CFL - generate customer formletter.
This entry indicates that a DADs (Disclosed Additional Driver system) report was received for this customer. No default dates are presented on the entry. The default action code indicates that the entry should automatically close on the action date.
This entry indicates that a DADs (Disclosed Additional Driver system) report was sent for this customer. No default dates are presented on the entry. The default action code indicates that the entry should be automatically closed on the action date.
This activity category can be used when you want to file an entry indicating that further data must be gathered. This often happens during the processing of a client's account. Entries of this type present default follow-up dates seven days after the entry is recorded and default action dates seven days after the follow-up date. Also, the default action code indicates that if no action is taken by the specified date, the entry should be listed on the Exceptions report under the code DAT, gathering data follow-up.
This activity category prompts the agency to destroy a file. Entries of this type have default follow-up dates of 420 days after the entry date, with an action date of seven days after the follow-up date. If no action is taken by the specified date, the entry should be listed on the Exceptions report under the code of MSC, miscellaneous.
Use this activity category when you edit and produce documents. No default follow-up or action dates are presented. The default action code will close the entry automatically on the action date.
This activity category indicates that a downloaded policy or form was received by the agency. The follow-up date defaults to 10 days after the entry date, but no action date is presented. The action code default will close the entry automatically on the action date.
This activity category indicates that a draft copy of a document or letter was sent by the agency. The follow-up date defaults to 14 days after the entry date, and the action date defaults to seven days after the follow-up date. The default action code places this item on the Exceptions report with a code of MDF - missed draft follow-up.
When collection letters are sent to clients, use this category for the Activity File entries. This category provides no default dates, and the default action code closes the entry automatically on the action date.
This activity category indicates that an email was attached to a customer file. This category provides no default dates, and the default action code closes the entry automatically on the action date.
This activity category indicates that an email was sent by the agency. This category provides no default dates, and the default action code closes the entry automatically on the action date.
Use this activity category on entries filed when Evidence of Property forms are produced. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
Use this category to be reminded to contact a client or prospect when their policy is due to expire. TAM presents a default follow-up date 35 days before the expiration date of the selected policy. The action date defaults to 14 days after the follow-up date. The default action code places the entry on the Exceptions report under the code ME - missed expiration report.
This category records and describes information faxed by the agency. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
Use the FILC category when completing a file entry on the customer. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
When you produce a form letter for a client, you can record that activity in the Activity File using the FLET activity category. The follow-up date defaults to seven days after the entry date and the action date defaults to 21 days after the follow-up date. The default action code instructs TAM to close the entry on the action date with no further action taken.
This category indicates that faxed information was received by the agency. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
This category records and describes information faxed by the agency. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
This category indicates that a dec page only was printed. No default dates are presented on the entry. The default action code indicates that the entry should be closed automatically on the action date.
IECR - Import/Export Commercial Risks
This activity category indicates that a commercial risk was imported/exported from/to the system. This activity generates using the Import/Export Drivers/Vehicles option from the corresponding tab in an ACORD application. The default action code indicates that the entry should close automatically on the action date.
This category records an image or scanned document that is attached to a customer. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
As the code indicates, use this activity category when sending loss notices to companies on customer claims. No default dates are presented. The action code on the entry defaults to a code that places the entry on the Exceptions report under the code MLN - missed loss notice follow-up.
This category records documents mailed by the agency. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
The MEMO activity category is used whenever memos are produced. The follow-up date defaults to seven days after the entry of the item and the action code defaults to seven days after the follow-up date. The default action code places the item on the Exceptions report under the category of MEM - memo follow-up.
This type of activity category can be used when you want to use an Activity File entry to act as a follow-up or reminder of something. The follow-up date defaults to seven days after the entry of the item. If no further action is taken on the item by that time, TAM presents the item on the Follow-Up report. The action date defaults to 14 days after the follow-up date, and the action code instructs TAM to automatically close the item.
This activity category indicates that a Motor Vehicle report was received by the agency. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
This category indicates that a Motor Vehicle report was transmitted by the agency. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
Use this category to record phone calls received from a customer, company, or other entity. The default action code indicates that the entry should close automatically on the action date.
This activity category indicates that a policy was sent to the insured party. The default action code indicates that the entry should close automatically on the action date.
This activity category indicates that a proposal was submitted to a client. The follow-up date defaults to seven days after the entry date, and the action date defaults to seven days after the follow-up date. If no action is taken on the entry before the action date, TAM lists the entry on the Exceptions report under the code PFU - proposal follow-up.
There may be times when applications must be sent to companies so the company can calculate premium quotes for the requested coverages. When you queue applications in that situation, use this activity to record the submission. TAM defaults the follow-up date to 28 days later than the entry date and the action date to seven days after the follow-up date. The default action code indicates that, if no action is taken by the action date, the entry lists on the Exceptions report under the code CCO - call company underwriter.
If you generate a premium quote for a prospect or client, you can record that fact using this activity category. TAM provides a default follow-up date five days after the entry date and a default action date 10 days after the follow-up date. The default action code places the entry on the Exceptions report under the code QFU - quote follow-up, if no action is taken by the action date.
Indicates that the agency received an emailed ZIP compression file containing a temporary database. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
This category records that a renewal has been processed. The default action code indicates that the entry should close automatically on the action date.
Use this activity category to record and describe a follow-up request. The default action code indicates that the entry should close automatically on the action date.
This category allows the agency to document a review of coverage before policy renewal. The follow-up date defaults to 14 days after the entry date, and the action date defaults to seven days after the follow-up date. The default action code indicates that if no action is taken by the action date, the entry is listed on the exception report with the code MRF, missed renewal follow-up.
Use this activity category when a sale is made to a prospect. No default dates are presented and the default action code indicates that the entry should be closed automatically on the action date.
When you submit an application to a company for a client, record this type of entry in the activity file. The default follow-up date is 28 days later than the entry date and the action date is seven days after that. If no action is taken by the action date, the default action code instructs TAM to place the item on the Exceptions report with a code of CCO - call company underwriter.
This category indicates that a submitted application was discussed with an underwriter. The default action code indicates that the entry should close automatically on the action date.
Use this activity category to record the preparation of a Statement of Values. The default action code indicates that the entry should close automatically on the action date.
This category indicates the submission of a Summary of Insurance. The default action code indicates that the entry should close automatically on the action date.
This category records the printing of a risk survey. The default action code indicates that the entry should close automatically on the action date.
Use this category to record the transfer of an application to the agency's system. The default action code indicates that the entry should close automatically on the action date.
This category is used to describe when processing an end date that is Tfiled. The default action code indicates that the entry should be closed automatically on the action date.
This category is used when corresponding with customers. The default action code indicates that the entry should close automatically on the action date.
Use TFIL to describe what items were Tfiled for the day. The default action code indicates that the entry should be closed automatically on the action date.
Use TINF to describe information Tfiled for the day. The default action code indicates that the entry should close automatically on the action date.
This category records the transfer of an application from the agency's system. The default action code indicates that the entry should close automatically on the action date.
Use this activity category when transferring a ZIP file. The default action code indicates that the entry should close automatically on the action date with a code of MSC, miscellaneous follow-up.
This category records the receipt of a claim report. The default action code indicates that the entry should close automatically on the action date.
This category records the transmission of a claim report. The default action code indicates that the entry should close automatically on the action date.
The UTIL activity category is reserved for use when a Support Utility function is used to correct a problem with a client's account. File entries of this type when you use such functions to provide a record of the corrective actions taken when a problem arises with an account. No default dates are presented on such entries. The action code defaults to CL, which indicates that the entry should close automatically on the action date you specify.
This category is used to indicate that an action trail resulting from a Wizard formletter was terminated. No default dates are presented on the entry. The default action code indicates that the entry should close automatically on the action date.
This category records the attachment of an Excel spreadsheet to a customer file. The default action code indicates that the entry should close automatically on the action date.