• Client Type: Commercial, Personal, Health, etc.

  • Types: After mapping, what policy type(s) is this? (Home, Auto, BOP, etc.)

  • Number: Policy Number from Carrier

  • Inception Date: Earliest found instance of policy unless date explicitly comes from your management system.

  • Effective Date: From your management system.

  • Expiration Date: From your management system.

  • Status: Quoted, Presented, New, Active, Renewed, Canceled, or Inactive. Computed after mapping your data.

  • Sub Status: Is the Status an active or inactive type?

  • Is New: After mapping your data is, this policy new?

  • Is Active: True or False. The single source of truth on whether this policy is active. Takes dates and status into consideration.

  • Account Rep: Defined by your Employee Mapping setup in Fuse, and based on the CSR or Rep listed on the policy, 

  • Producer: Defined by your Employee Mapping setup in Fuse, and based on the Producer listed on the policy

  • Premium: Total premium value sourced from your management system.

  • Future Premium: Future active policy premium amount.

  • Carrier: From your management system.

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