HP Policy Maintenance

Overview of HC100UPD

The HC Policy Maintenance Screen allows you to either edit an existing policy or add a new policy.

Adding a New Policy

If you clicked New from the HC Policy Inquiry screen, the HC Policy Maintenance screen will launch in data entry mode. There are three tabs on this screen:

Policy Maint Tab

The first tab is the Policy Maintenance tab, and will look like this:

The following fields are available on this screen:

Field	Description
Policy #	This is a read only field. The policy number is automatically assigned by the system
Name/Address Block	Displays the name and address of the Owner, once the Owner PIN has been established
Owned by	Click the drop down to select the ownership type of this policy
Owner PIN	Enter the PIN number of the owner of the policy. You can also click the search icon to launch Name/Address Inquiry or click the Add button to launch Name/Address Entry
Calculate Premium	When checked, the policy’s premiums should be calculated when a new primary insured is added, an insured’s coverage has changed or someone runs the Premium Update application
Plan	Type the plan number or click the list icon to select from a list of available plans
Premium type	The Premium type field automatically populates based on the plan number, and is a read only field
Administrator	The Administrator field automatically populates based on the plan number, and is a read only field
Premium state	The Premium state automatically populates based on the Owner PIN
State factor	Displays the current State factor based on the Owner State and year
Region	If applicable, displays the HC Region code
Policy start date	Enter the date that the policy is effective. You can type the date in mm/dd/yyyy format or click the calendar to select the date
Policy termination date	If the policy has been terminated, enter the date that the policy was terminated. You can type the date in mm/dd/yyyy format or click the calendar to select the date
Reason for termination	If the policy is terminated, click the drop down arrow to select the reason for termination from a list of active termination codes configured within the system
Day due	The day of the month that the premium payments are due for this policy. This will default to the day due configured on the HC Settings Maintenance screen but you can override and enter a different day of the month for this policy
Monthly premium	Example
Monthly assistance	Example
Monthly due amount	Example

When you have finished entering the Policy information, click Save to retain your changes. You can now add Insured to the Policy.