Status Codes Overview

Use status codes with client information to identify or "flag" specific information about a client, or to identify loss or claim status information.

For example, you might use a status code to indicate whether someone is a prospect or a broker, or to indicate a claim status, such as "open" or "in subrogation."

Required status codes pre-installed on your system

Some status codes come installed on your system. Of those, status codes marked with an asterisk (*) in the Search file are reserved by the system to perform specific program functions. You cannot change these codes. Instead, you can add extra codes to meet your agency's needs. For more information, see Add a Status Code.

Codes Used for Client Servicing

Use the following codes for client servicing. Those marked with an asterisk (*) are reserved by the system to perform specific program functions. You cannot change these codes.

Code	Definition	Purpose
BRO	Broker	Use this code on the Client screen.
CRH*	Credit Hold	This code causes the system to show a prompt during client invoicing that tells you the client is on "Credit Hold" status.
DIP*	Delete in Purge	This code causes the system to flag a client for deletion if there are no open claims, receivables, or in-force policies.
NBB*	Net Bill Broker	Use this code to indicate a broker that receives invoices for the receivable amount, less the amount of his or her commission.
NST*	No Statements	Use this code to indicate that no statements should be generated for a client.
PRO*	Prospect	This code indicates that no billing is to be done for this individual or entity.
SUS	Suspect	This code indicates that no policies are to be issued for this individual

Codes Used for Claims Servicing Only

Use the following codes for claims servicing only. Those marked with an asterisk (*) are reserved by the system to perform specific program functions. You cannot change these codes.

Code	Definition
C*	Claim Closed
L	Claim in Litigation
O*	Claim Open
R	Claim in Reserve
S	Claim in Subrogation

Status Codes and Clients

Use status codes to define and group clients as best meets your agency specifications.

Enter Status Codes on the Client Details page.

Where the information goes

Status Code information appears in reports, as well as in Claim and Loss information.