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 many of the same basic set of date fields.  These fields do change from one class of coverage to another.  Annuity terms are used where the class of coverage is an annuity class.

Not every annuity contract may use Income Date and Annuitization Date.  Please use these fields as they apply to you.

Submit Date

Effective Date

Issued Date or Inception Date

Annuitization Date (Annuities Only)

Completed Date

Income Date

Expiration Date

Termination Date

Renewal Date

Conversion Date