Home → Guide Archives:: Worldox GX4 → Code Lookup Tables - Add Values → Insurance Policy Codes
The following are the conventions that Trumpet recommends for new insurance policies: Policy Code: Prefix the code with the type of policy it is, followed by a dash: Add a 3 digit number to make the policy unique for the client. Policy Description: owner + account type + carrier Example:Â Candace Clark LTC Pacific Life
Examples:
LIF-001
DIS-001
DIS-002
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