Create a policy hold

Procedure

  1. Log in as a user with permissions to view, create, and edit policy holds. If you are using the sample data, log in as su.
  2. Select Administration > Business Settings > Policy Holds.
  3. On the Policy Holds screen, click Add.
  4. On the Hold Details tab, make the following selections:

    Field

    Value

    Hold Type

    Underwriting Hold

    Code

    UWHold_Hurricane001

    Description

    UW Hold Hurricane 001

    Hold Start Date

    Enter a date six months prior to the current date. The policy hold must start before the renewal effective date.

    Hold End Date

    Do not enter an end date at this time.

    UW Issue Type

    UW Policy Hold

    Long Description

    UW Issue for UW Hold Hurricane 001

  5. In Hold Rules, click Add and make the following selections for the rule:

    Field

    Value

    Line of Business

    CP

    Policy Transaction

    Renewal

    Policy Transaction Date Type

    Effective Date

  6. Click Update to create the policy hold.

What to do next

Create policy effective in the past