Common features of policy transactions

There are a number of policy transaction features that apply to one or more policy transaction types. In the following table, the marked cells indicate which features are available for each policy transaction type in the default application.

Common Feature	Submission	Issuance	Policy Change	Reinstatement	Rewrite	Rewrite New Account	Renewal
Can get new policy number	•				•	•	•
Change policy effective date	•	•			•	•	•
Change policy expiration date	•	•	•		•	•	•
Change producer code of record	•	•			•	•	•
Change producer code of service	•	•	•		•	•	•
Create new period	•				•	•	•
Decline	•		•				•
Multiple versions	•		•				•
Not taken or non-renewed	•						•
Policy holds	•	•	•	•	•	•	•
Qualification questions	•					•
Quick quote	•
Referral reasons copied over to underwriting issue	•	•	•	•	•	•	•
Select UW company	•	•			•	•	•
Underwriting issues block progress	•	•	•	•	•	•	•
UW approval	•	•	•	•	•	•	•