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List Name
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Definition
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Used in
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Additional Interest Type
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Indicates the kind of interest an Additional Interest has in a policy.
Example: An interest can be a Mortgagee, Loss Payee, Lien Holder, or Additional Named Insured. This type also applies to Certificate Holders.
Selecting an Additional Interest Type limits the names in the Additional Interest list to those that are assigned to that type.
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Line of Business data entry forms
Certificates
Claims.
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Attachments
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Identifies the documents being sent with an application.
Example: Photograph, Motor Vehicle Report, Bill of Sale, or Additional ACORD forms such as Replacement Cost Worksheet and Premium Payment Supplement.
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Line of Business data entry forms.
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Business Type
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Identifies the type of business for a premises on a Commercial Property application.
Example: Non-profit, Cooperative.
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Rating Information in the Underwriting section of the Commercial Property Line of Business data entry form.
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Claim Contact Type
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Use to identify the category or type of contact for a claim.
Example: Repair Shop, Detective Unit.
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Contact Information section of the Claims data entry form.
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Claim Paid by Type
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Use to indicate the type of individual or organization paying the claim.
Example: Third Party Adjuster.
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Payment & Reserve section of the Claims data entry form
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Claim Payment Type
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Indicates the type of payment being made for a claim.
Example: Misc. Expenses.
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Company Personnel Positions
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Use to create a list of personnel types typically found in Insurance, Brokerage, and Finance companies.
Example: Underwriter, Claims Adjuster, and Download Specialist.
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Company Setup
Line of Business data entry forms.
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Construction Type
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Identifies the type of construction for a premises on a Commercial Property application.
Example: Poured Concrete, Steel.
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Rating Information in the Underwriting section of the Commercial Property Line of Business data entry form.
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Coverage Option
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Lists coverage options for vehicles listed in the Line of Business data entry forms.
Example: Extended Work Loss, Gainfully Employed, and Income Credit.
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Auto data entry forms.
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Document Categories
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Indicates what type of document you are creating via Form Letters, Schedules and Proposals.
Example: Welcome, Renewal, and Sales.
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Form Letters, Schedules, and Proposals.
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Document Types
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Indicates the type of documents you are saving in Doc360.
Example: Census, Advisories, Application, Certificate
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Activity Attachments
Doc360 Document Distribution
Doc360 Match Pending Attachments
Doc360 Search, My Documents tab > View Options
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Driver Status
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Categorizes the status of residents (potential drivers) in a policy household.
Example: Excluded, Non-Rated, and Unlicensed.
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Driver Information section of a Private Passenger Auto data entry form.
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Driver Violations
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Lists types of tickets or accidents for a driver listed on a Personal Auto Policy.
Example: DWI or Drugs, Careless Driving, and Vehicle Equipment Violation.
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Accidents/Convictions section of the Private Passenger Auto data entry form.
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Entity Type
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Indicates the type of unit the insured represents.
Example: Individual, Association, Corporation, Trust, Limited Liability Company.
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General Information section of the Customer data entry form
First Named Insured and Supplemental Names sections of the Policy data entry form.
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Group Type
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Use to categorize or identify related activities.
Example: Claim, Endorsement, New Business, Renewal
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Activity-New
Activity-View
Activity Tab-View Options
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Heat Type
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Use to identify the types of heating used in the home.
Example: Electric baseboard, Electric Central forced-air.
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Rating/Underwriting section of the Location Information section of the following two forms:
Homeowner data entry form.
Dwelling Fire data entry forms.
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Kind of Loss
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Indicates the type of loss that occurred on a claim.
Example: Burglary, Collision, and Fire
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Claims data entry forms
Claims Reports.
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Occupation
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Identifies the type of work the individual performs.
Example: Law Enforcement, Technical.
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Drivers section of the Driver Information section of the Auto policy data entry form.
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Personal Property Class
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Use to identify types of property covered on a policy.
Example: Bicycles, Coins, and Furs.
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Homeowner data entry form.
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Position
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Employee position classifications for Crime policies.
Example: Accounts Payable Clerk, Night Manager.
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Positions section of the Classification section of the Crime line of business data entry form.
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Relationship
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Use to indicate the relationship of a dependent or driver to the primary insured.
Example: Non-related dependent, In-laws.
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Dependents section of the Customer data entry form
Drivers section of the Driver Information section of an Auto policy data entry form.
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Subject of Insurance
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Identifies the unit(s) at risk insured at a particular location.
Example: Antique Dealers, Building, and Accounts Receivable in Transit.
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Commercial Property data entry form.
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Vehicle Body Type
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Categorizes the type of vehicle insured on a policy.
Example: Two Door Sedan, Two Door Hatchback, and Two Door Liftback.
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Private Passenger Auto data entry form.
Business Auto data entry form.
Personal Umbrella data entry form.
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