Install Policy Types

The Install Policy Types utility streamlines the task of creating policies in Clients & Files by enabling you to do the following:

• Predefine policy types for each type of business an agency writes.
• Set up values for items such as the policy term and department code, which appear automatically whenever you enter a policy of that type in Clients & Files.
• Design custom dec pages for policies for which a standard declaration page does not apply.

Do the following to access the Install Policy Types screen.

1. At Home Base, click Utilities.
2. On the Utility Manager screen, open the General folder in the treeview.
3. Open the Policy Maintenance folder and select Install Policy Types.
4. Click the arrow  to continue.

The following buttons are available on the Install Policy Types screen:

• Add: Click to add a new policy type.
• Delete: Click to delete the currently displayed policy type.
• Dec Page: Click to create a custom dec page or view an existing custom dec page for the displayed policy type.
• List: Click to display and print a list of policy type attributes.
• OK: Click to save your changes on the current screen.
• Cancel: Click to end the workflow without saving your changes.

Click the following links for workflow steps.

• Install New Policy Type
• Revise Policy Type
• Delete Policy Type
• Create Custom Dec Page