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.