Home → Guide Archives :: Worldox GX3 → 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:
- 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:Â Candace Clark LTC Pacific Life
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