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Policy Classified Tab

The policy level classified tab is available during the Opportunity, Marketing, and Policy stages. The classification will remain with the policy throughout the lifecycle of the policy until the classification is removed.

Classified code descriptions and code designations can be used to designate such things as how a policy is handled by a service center. Classification code descriptions and code designations may be added in SETUP > Lookup Management > Category > Policy.

Quickly navigate to procedures included in this topic by clicking one of the links below:

To Add New Codes

To Remove Codes

To Add New Codes

  1. Locate a client via SEARCH.
  2. Click the Details icon next to the client to update.
  3. On the Client menu, click OPPORTUNITIES, MARKETING, or POLICIES.
  4. Click the Details icon next to the policy to update.
  5. Click the classifieds tab. The Classified Summary screen is displayed.

  1. Click the Details icon to edit an existing code, or click [Add New]. The Policy Level Code Classes & Designations screen is displayed.

  1. In the Code Description list, select a description for the classified information. The available selections can be added or edited in SETUP > Lookup Management > Category > Policy. For more information about adding or editing selections, see the Adding Lookup Management Items topic.
  2. The Code Class area will be populated when the Code Description is selected. The Code Description and Code Class are linked in SETUP > Lookup Management > Category > Policy when they are added.
  3. In the Code Designation list, select a designation for the classified information. The available selections can be added or edited in SETUP > Lookup Management > Category > Policy. For more information about adding or editing selections, see the Adding Lookup Management Items topic.
  4. Click [Save]. The new codes are added to the Classified Summary screen.

Or

Click [Cancel] to return to the Classified Summary screen without saving any selections.

Note: Both client and policy level classified information is displayed on the client level Classified Summary screen. However, policy level classified information cannot be modified from the client level. The policy level classified information is denoted by a P in the Type column. Click the P link to jump to the policy then click the classified tab to view the classification.

To Remove Codes

  1. Locate a client via SEARCH.
  2. Click the Details icon next to the client to update.
  3. On the Client menu, click OPPORTUNITIES, MARKETING, or POLICIES.
  4. Click the Details icon next to the policy to update.
  5. Click the classifieds tab. The Classified Summary screen is displayed.

  1. Click the Remove icon. The following confirmation dialog box is displayed.

  1. Click OK. The code is removed.

Related Topics

Adding Lookup Management Items

Client Classified Tab

Policy Classifieds Security