Policy Information Management

 

 

 

  Downloaded Transactions Details

 

 

ACR - Account Current Reconciliation
This type of Transaction is currently not supported/processed by InsurancePro.

APV - Surety Bond Approval
This type of Transaction is currently not supported/processed by InsurancePro.

ARR -  Anniversary Re-Rating
This type of Transaction is currently not supported/processed by InsurancePro.

BDC -  Bond Closed
This type of Transaction is currently not supported/processed by InsurancePro.

BND -  Binder
This type of Transaction is currently not supported/processed by InsurancePro.

BRQ -  Surety Bond Request
This type of Transaction is currently not supported/processed by InsurancePro.

BRS -  Surety Bid Bond Results
This type of Transaction is currently not supported/processed by InsurancePro.

CLI -  Claim Information
This type of Transaction is currently not supported/processed by InsurancePro.

COM -  Direct Bill Commission Detail
This type of Transaction is currently not supported/processed by InsurancePro.

CON -  Contact
This type of Transaction is currently not supported/processed by InsurancePro.

CSQ -  Claims Inquiry
This type of Transaction is currently not supported/processed by InsurancePro.

DBR -  Direct Bill Reconciliation
This type of Transaction is currently not supported/processed by InsurancePro.

DBS -  Direct Bill Status
This type of Transaction is currently not supported/processed by InsurancePro.

DIV -  Dividend Transaction
This type of Transaction is currently not supported/processed by InsurancePro.

DSP -  Download Setup Transaction
This type of Transaction is currently not supported/processed by InsurancePro.

ERR -  Error Messages
This type of Transaction is currently not supported/processed by InsurancePro.

LNT -  Loss Notice
This type of Transaction is currently not supported/processed by InsurancePro.

MEM -  Electronic Memo(s)
This type of Transaction is currently not supported/processed by InsurancePro.

NBQ -  New Business Quote
This type of Transaction is currently not supported/processed by InsurancePro.

NBS -  New Business
All the client's detailed information in the Downloaded Transaction will either be Synchronized with an existing entry or entered as a new policy in the Database.


NRA -  Non renewal notification to agency
This type of Transaction is currently not supported/processed by InsurancePro.

PAB -  Premium Audit
This type of Transaction is currently not supported/processed by InsurancePro.

PCH -  Policy Change
All the client's detailed information in the Downloaded Transaction will either be Synchronized with an existing entry or entered as a new policy in the Database.

PCQ -  Policy Change Quote
This type of Transaction is currently not supported/processed by InsurancePro.

PMT -  Payment
This type of Transaction is currently not supported/processed by InsurancePro.

PNQ -  Policy Inquiry
This type of Transaction is currently not supported/processed by InsurancePro.

POL -  Policy (un-specified). To be used when the Cycle/ Business P
This type of Transaction is currently not supported/processed by InsurancePro.

PRT -  Miscellaneous Print
This is a notice or a report sent by the company and printable through InsurancePro. If it is a notice for a single customer, it will be added as a Note to the policy. If it is a report, or a list of customers, it will be just printable through InsurancePro, and it cannot be processed in to the database.

REI -  Reinstatement
If able to locate a current record, all the client's detailed information in the Downloaded Transaction will synchronize and change the policy status to “Reinstate”.  If unable to locate current record, a new transaction would be entered.


REV -  Assignment Reversal
This type of Transaction is currently not supported/processed by InsurancePro.

REW -  Rewrite
If able to locate a current record, all the client's detailed information in the Downloaded Transaction will synchronize and change the policy status to “Rewrite”.  If unable to locate current record, a new transaction would be entered.

RIX -  Re - Issue
All the client's detailed information in the Downloaded Transaction will be entered as a new Renewal policy in the Database.


RNR -  Reversal of Non-Renewal
This type of Transaction is currently not supported/processed by InsurancePro.

RRQ -  Renewal Re-Quote
This type of Transaction is currently not supported/processed by InsurancePro.

RWL -  Renewal Image
All the client's detailed information in the Downloaded Transaction will be entered as a new entry with "Renewal" status.  


RWQ -  Renewal Quote
This type of Transaction is currently not supported/processed by InsurancePro.

RWR -  Renewal Request
This type of Transaction is currently not supported/processed by InsurancePro.

RWX -  Non-Renewal (Sent To Policyholder/Copy Agency)
This type of Transaction is currently not supported/processed by InsurancePro.

SYN -  Data Base Synchronization.
All the client's detailed information in the Downloaded Transaction will either be Synchronized with an existing entry or entered as a new policy in the Database.

SYR -  Database Synchronization Request
All the client's detailed information in the Downloaded Transaction will either be Synchronized with an existing entry or entered as a new policy in the Database.

XLC -  Cancellation Confirmation
All the client's detailed information in the Downloaded Transaction will either change a current entry as Cancelled or be entered as a Cancelled policy in the Database.


XLN -  Cancellation Request
This type of Transaction is currently not supported/processed by InsurancePro.