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6.4. 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:

  • LIF- for Life Insurance
  • LTC- for Long Term Care Insurance
  • DIS- for Disability Insurance
  • ANN- for Annuity
  • PC- for Property & Casualty (Home, Auto, Umbrella)
  • OTH- for all other types of insurance

Add a 3 digit number to make the policy unique for the client.

Examples:
LIF-001
DIS-001
DIS-002

Policy Description:

owner + account type + carrier

Example: Candace Clark LTC Pacific Life


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