Naming Conventions

$BIN - Manual

For Broker/Carrier invoices to be paid by Accounting

$RET - Manual

For Broker/Carrier return premium entries entered by teams

ABOR - Auto

Broker of Record - When SSP becomes the Broker of Record

ACLM - Auto

New Claim

AMMK - Auto

Pre-Renewal collection of information

AUDE - Auto

Final Audits

AUDI - Manual

Monthly Reporting or Follow-Up after Renewal for Final Audit

AUID - Auto

Auto ID Cards

BIND - Auto

Binding request/ correspondence

CBND - Manual

Bind New Business (Not marketed) or Bind Renewal not using

CBIL - Manual

Invoice not generated via Transactions – use for generic billing

CCAN - Auto

Cancellation – used when full cancellation process takes place

CCHG - Auto

Endorsement to policy

CCHL - Auto

Endorsement adding new line of coverage

CEED - Auto

Change effective/expiration dates - not used for policy extentions

CERR - Manual

Certificate requests (prior to renewal) or annual COI/EOP storage for term

CERT - Auto

Proof of insurance issued from EPIC

CORR - Auto

Internal policy correction withing EPIC like typo

CPAC - Auto

Client portal access created

CPOL - Auto

Add policy - new business (not using marketing module)

CREN - Auto

Automatic or same - carrier renewal (not marketed)

CREV - Manual

Contract review; Subcontractor validation; acquisition validation

CRSK - Manual

Risk management report/mid term reviews/insured trainings

CS24 - Auto

Proof of insurance issued from CSR24

EMOD - Manual

Experience mods;

FINA - Manual

Premium Finance agreement

INSQ - Manual

Email/call corespondence - not a catch all

INTC - Manual

notice of intent to cancel - include all cancellation info before cancel takes place

INVC - Auto

Invoice generated by transactions - used to track payments owed/recieved

LCON - Manual

loss control

LRUN - Manual

Loss run

MVR - Manual

MVR review

POLD - Manual

Policy Delivered

POLR - Manual

Policy Recieved

PROP - Manual

Proposal

QUOT - Manual

Quoting or indication process when acord applications or marketing not required

REIN - Auto

Reinstatement (once policy actually cancels)

RFIL - Manual

Master Renewal file

SCAS - Auto

Submission to carrier

SOV - Manual

Statement of values/schedules

UWIS - Manual

Underwriting information - misc requests, data otherwise not saved