From the View Policy With Coverages Screen, click on the Add Action Button and then the FlexField Tab. If the coverage already exists highlight the coverage, click on the Modify Action Button and click on the FlexField Tab.
Coverage FlexFields Overview
Insurance FlexFields are 30 fields which are set up so that you can define the labels for those fields.
From this screen you can both fill in the FlexField data, or you can modify the FlexField labels for the Insurance FlexFields associated with this policy's base coverage.
How To Change The FlexField Labels
You change the labels by just clicking on the current labels. This will bring up the Modify FlexField Titles Screen. Click in the field for which you're changing the label and enter the new label. Be sure to select a field with the correct format for the data you will be storing.
Examples of insurance flex field labels for Homeowners Insurance
Square Footage
Roof Type
Examples of Flex Fields For Health Insurance
Industry SIC Code
County Code
Remember, the labels are in sets and they attach themselves to the plan of coverage. When you define a set of FlexField labels on a MODIFY POLICY Screen, you are defining them for the coverage that is the base coverage for the policy you're working on. If you are on a MODIFY COVERAGE Screen, the FlexFields pertain to the type of coverage for the coverage you are modifying.
See Also
Policy Coverage Model Explained
Policy FlexFields refer to the Base Coverage for that policy. Often there is only one coverage. Coverage FlexFields refer to the coverage being viewed or edited. |