Policy Info screen for homeowners

The Policy Info screen captures basic information about the policy.

The Policy Info screen captures basic information about the policy. This screen contains information about the primary named insured, producer information, policy details, and selected underwriting company. The buttons and choices that you see on the Policy Info screen vary based on the contacts associated with the account and how they are associated with the policy. For example, under Primary Named Insured you might see any or all of the following:

New Company
New Person
From Address Book
Existing Contact

Not all choices appear at any given time.

The following table describes the key fields in the Policy Info screen.

Field name	Description
Date Quote Needed	PolicyCenter displays a validation message if this date is in the past.
Primary Named Insured	PolicyCenter defaults the Primary Named Insured to the account holder. The Change To menu enables you to select: New Company New Person From Address Book Existing Contact If the named insured is a person, the social security number is required in Official IDs. If the named insured is a business, then FEIN is required. For Existing Contact, PolicyCenter lists account contacts that are account holder or named insured on the account. The list does not include contacts who are already the primary or additional named insureds on this policy. The listed contacts have an `AccountContactRole` of `AccountHolder` or `NamedInsured`.
Secondary Named Insured	Use to create the secondary named insured. The drop-down menu enables you to select: New Person From Address Book Existing Contact Secondary named insured might be a spouse or a child, for example.
Additional Named Insureds	Use to create additional named insureds. The Add button enables you to select: New Company New Person From Address Book Existing Additional Named Insured Other Contacts This might be a business partner, for example.
Policy Details	Includes fields such as the Term Type, Effective Date, Expiration Date, and Written Date.
Affinity Group	The Affinity Group section has a Name field with a search icon. The search icon displays the Affinity Group Search popup. You can type an affinity group name directly into the Name field or search for applicable affinity groups using the search popup. When you leave the Policy Info screen, validation ensures that the specified affinity group is acceptable. The Affinity Groups popup (AffinityGroupSearchPopup.pcf) immediately displays the set of acceptable affinity groups when it appears. Acceptable affinity groups are those whose definition does not preclude them from applying to the current policy. This screen enables you to search for an affinity group by name or type. In addition, if you have the `affinitygroupadmin` permission, you can click the name of an affinity group represented as a link in the search results. Clicking this link jumps directly to the Affinity Group editing screen in the Administration tab.
Producer of Record	The Organization defaults to the producer that you selected on the New Submissions screen. You can change the Producer of Record in a rewrite or renewal. You cannot change the Producer of Record in a policy change. Although you can change the values for Organization and Producer Code, PolicyCenter limits your choices by user permissions.
Underwriting Companies	The underwriting company is automatically set for a policy version based on logic defined in segmentation classes. You can select a different underwriting company if you have the correct permissions. The drop-down list contains a configurable set of choices. For more information about segmentation, see Selecting the underwriting company through segmentation.
Preferred Currency	If PolicyCenter is configured as a multicurrency system, the Policy Info screen displays this label and the following fields related to the preferred currency.
Currency	The preferred or default currency for coverages on the policy. The Coverage currency choices come from the policy line configuration in Product Designer. In the base configuration, the default is the preferred coverage currency on the account, `Account.PreferredCoverageCurrency`.
Settlement	The preferred or default currency for settlement. This is the currency in which premium, taxes, fees, and the like appear on the Quote and other screens. In the base configuration you can select one of the following currencies: USD EUR GBP CAD AUD RUB JPY The currency choices are populated from the `Currency` typelist. The default is the preferred settlement currency on the account, `Account.PreferredSettlementCurrency`. You can view and change the preferred settlement currency on the Account Summary screen.

This screen includes both Secondary Named Insured and Additional Named Insureds. In general, you include one or the other but not both. You can remove the unused field from the user interface.