Properly coding an account, will aid in the accurate reporting of account distribution.

After recoding the last policy, into an inactive status (see below) , the following steps are to be taken.

• On the Customer Detail screen, enter a “#” sign before and after the clients name in the “Name” field.
• Change the “Code” on Customer Detail Screen to “LA – Lost Accounts.”

DBL Only Accounts

After recoding the last policy, other than the Disability Benefits policy, into an inactive status (see below), the following steps are to be taken.

• On the Customer Detail screen, enter a “#” sign before and after the clients name in the “Name” field.
• Change the “Code”  on Customer Detail Screen to “DB – Disability Benefits Only.”

 Inactive Status Codes

• CCR – Cancelled – Company’s Request
• CIR – Cancelled – Insured’s Request
• CNL – Cancelled – Cancelled or Non-Renewed
• CNP – Cancelled for Non-Payment
• IN – Inactive Quote
• NOR – Non-Renewal – By Carrier
• NRI – Non-Renewal – By Insured
• RES – Sterling Resigned from Account