Policy

A Policy record is a container that holds the policy's coverages.  Each policy must have at least one coverage.  The primary coverage is known as the base coverage.

For example: A health policy may have major medical coverage, trauma coverage, and prescription coverage.

The Policy record stores data which will not change from one coverage to the next.  Data such as the issuing company, policy number, and writing agents will not change with the coverages, so they are stored with the policy.

A Policy Wizard is supplied to assist you with entering new policies so you don't have to be concerned where the information is stored.  Just fill it in like it's all one policy.

To add a coverage to an existing policy, you just go to the View Policy With Coverages Screen and click on the Add Action Button.

See Also

Policy And Coverage Model