Quick Reference 


Adding new coverage codes

To add a coverage code to your list of type codes in Profiler, follow the steps below:

1.      On the Policy Profiler opening window, from the menu bar, click Setup and then select System Files, Type Code Database.

2.      On the Policy Type Codes toolbar, click Add.

3.      On the Detail tab, click in the Line of Business field and then press F1

4.      Select the desired Line of Business (Employment Practices Liability) and then click OK to apply the selection.

5.      In the Policy Type Code field, enter a short description for the Type Code (such as EPLI). (This description will appear on the policy line of the insured's profile, the finance agreement and on most reports.)

6.      In the Description field, enter a brief description for the Type Code. (You can use the line of business description such as Employment Practices Liability).

7.      Click Save to save the new type code.