Add Policy Wizard - Policy and Coverage Dates

From the View Client With Insurance Screen, click on the Add Action Button to start the Add Policy Wizard.    This screen is Step 4.

Add Policy Wizard - Policy and Coverage Dates Overview

Every class of coverage uses the same basic set of date fields.  These fields do not change from one class of coverage to another.

Submit Date

Effective Date

Issued Date

Completed Date

Expiration Date

Termination Date

Renewal Date

Conversion Date