Policy List

Customer and prospect policy information is managed through the Policy List. Use the following steps to access the Policy List.

1. At Home Base, click Clients & Files.
2. Select Customers or Prospects from the dropdown menu above the list.
3. In the list, select the client whose policies you want to view and click the Policy List button.

Customer Policy List 

The code and name of the selected client display at the top of the screen.

Navigate between the following tabs:

• Policy: Click to display current policies. Current policies are sorted by Policy Risk Number, Type, Policy Number, Expiration Date, Issuing Company, Producer, Department, Bill Mode, Premium, Balance, and Status.
• History: Click to display policies saved to the Policy History file. History policies are sorted by Policy Risk Number, Effective Till date, Type, Policy, Description, Agency, Branch, Department, Premium, and Replaced status. For more information, see History Applications.
• Filter: Click to view a limited policy list based on criteria you define. See Filter Customer Policy List.

Policies may be color coded so that expired policies display in red in the policy list, and Expired displays in the sidebar summary. See Enable Color Code Policies.

A summary of the selected policy appears in the sidebar on the right side of the screen. The fields included in the summary differ depending on whether it is a Current or History policy.

Click Previous or Next to view the Policy List for the previous or next customer on the Customers screen.

Click Detail to display the Policy Detail for the selected policy.

Click Options to view the options available for policies. Different options are available for current and history policies.

Click Cancel to return to the Customers screen.

Prospect Policy List

The Client Code and Name display at the top of the screen. Policies are sorted by Policy Risk Number, Type, Expiration Date, Company, Producer, Broker, Policy Status, and Premium.

Click Previous or Next to view the Policy List for the previous or next prospect on the Prospects screen.

Click Detail to display the Prospect Policy Detail screen for the highlighted policy.

Click Options to view the options available for prospect policies.

Click Cancel to return to the Prospects screen.

Policy Detail

Use the following steps to access the Policy Detail from Home Base.

1. Click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. In the list, select the customer whose policy you want to view and click the Policies button.
4. On the Policy List screen, click Detail.

Enter or revise the policy information as desired.

Note: The policy risk counter in the upper right corner of the New Policy Detail screen indicates the policy number, risk number, and total number of risks for the current client. For example, 5-003 [4] indicates that the record represents the fifth policy, the third risk, and a total of four risks. This field cannot be updated on this screen.

• Type: Policy type
• Status: Policy status (defaults to New)
• CSR: Customer Service Representative (defaults from Client Detail)
• Dept: Department (defaults based on policy type)
• 1st Written: Date policy was first written with the agency (used to run reports for renewal retention)
• Note: Miscellaneous note (applicable to this policy only, e.g., financed with ABCD, Inc.)
• Turn Off Policy Download: If this checkbox is selected, the existing policy data cannot be overwritten by Download.
• Policy: Policy number
  Note: If downloading, enter the policy number as the company will download. If not downloading, determine an office procedure for consistency, i.e., no spaces or dashes, since this is a searchable field.
• Eff: Policy effective date
• Exp: Policy expiration date
• Pay Mode: Policy pay mode
• Billing: Billing mode (Agency, Direct, Broker, Lienholder)
• ICO: Issuing company
  Note: Will display on certificates, binders, and other ACORD forms.
• BCO: Billing company
• %: Agency commission percentage
• • % = agency to receive a percentage of gross premium
  • $ = agency to receive a flat dollar amount of commission
• Comm: Agency commission amount
• 1,2,3: Producer codes
• %: Producer commission percentage
• • % = producer to receive a percentage of gross premium
  • @ = producer to receive a percentage of agency's commission
  • $ = producer to receive a flat dollar amount of commission
• Comm: Producer commission amount
• Ln: Lienholder code
• Ln#: Lienholder loan number
• Br: Broker code (appears when billing mode is Broker)
• Br%: Percentage of gross premium to be paid to broker (appears when billing mode is Broker)
• Prem: Gross commissionable premium
• Bal: Policy balance (automatically calculated)
• DBal: Automatically calculated amount of premium for which agency is due commission from company (appears when billing mode is Direct)

Click OK to save all additions or revisions to the Policy Detail.

Click Options to view the options available from the Policy Detail.

Click Cancel to abort editing or viewing Policy Detail and return to the Policy List.