• 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.
Did this answer your question?