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.
Fuse Policy Fields
A brief overview of all Policy fields in Fuse
Written by Lucas Jans
Updated over a week ago
Updated over a week ago