Insured Policies Tab - Policy Detail

This tab contains all of the basic details of the insured's policy.

 

Field Descriptions

General

Policy No

Enter the policy number for the insured.

ID No

MyWC automatically populates.

Year

Enter the year of the current policy.

Exp Mod

Enter the experience moderator the Policy was rated on.

Product

MyWC automatically populates as LRA work comp policy.

Quote No

MyWC automatically populates from the Applicant Quote table.

ACH?

Place a checkmark in this box if the premium is being paid by Automatic Clearing House transactions.

Status

Select the proper status from the drop down arrow:  Pending, Active, Accepted, Rejected or Other.

Prior No

If the insured had a policy before under a different policy number, enter it here.

 

Other

Billing Plan

Select  by clicking on and clicking on the chosen billing plan.

E/L Limit

MyWC automatically populates as 1 MIL, 1 MIL, 1 MIL.

Writing Agent

MyWC automatically populates with La. Restaurant Association as the writing agent.

 

Governing

Class Code

MyWC automatically populates with the information from the Apps Units table.

Unit

MyWC automatically populates with the information from the Apps Units table.

 

Policy Dates

Effective Date

Enter the date the policy is made effective.

Expiration Date

Enter the date the policy is due to expire.

Issue

Enter the date the policy was issued to the insured.

Cancel

Enter the date the policy was cancelled either by the insured or by your agency.

Billed

MyWC will automatically populate based on calculations on the App Units information.

Paid

MyWC will automatically populate based on payments received.

Credits

MyWC will automatically populate based on calculations on the App Units information.

Balance

MyWC will automatically populate based on calculations on the App Units information and payments received.

 

 

Do Not Cancel

Place a checkmark in the box if this policy should not be canceled.

Add

MyWC will automatically populate with current date the record was added.

 

Last Chg

MyWC will automatically populate with current date whenever the record is changed on the active screen.

 

User

MyWC will automatically populate with the initials of the staff person who either added the record or made the latest change to the record.