Basic Notice Field Information

The

ODEN SR&R Library

menu option is a link to the ODEN library of rules and regulations summarized by topic for 50 states, DC, Virgin Islands, Puerto Rico and the Federal Government.

This page contains basic notice information and contains the following fields:

Is this policy regulated?

This field displays the regulated status of the policy. This is pre-filled by ODEN and cannot be modified.

Mailing by Date

This field displays the date on which the notice will be mailed. The system pre-fills this field with the earliest valid mailing date based on the ODEN® rule base, user defined Invalid Mailing Dates and the Mail Rollover Hour. This field displays only if the policy is within the underwriting period.

Consumer Reporting Agency: An agency from which information is obtained that might influence the underwriting decision regarding the issuance of a notice. For example information obtained from a Credit Bureau or relating to driving records.

This field displays a list of previously defined Consumer Reporting Agency (s), and their reference numbers. If applicable select the agency(s) which influenced your decision. Select one from the drop-down list, or scroll down to the desired entry and click the

Tab

key. If Consumer Reporting Agency (s) information has not been defined in

Utilities

, this/these field(s) will not display.

The list of Consumer Reporting Agency (s) can be added to or edited by your System Administrator or any other user with Data Setup-Consumer Reporting Agency rights. You can access the Consumer Reporting Agency maintenance page through the

Utilities

menu.

Underwriter: The name used in Policy Terminator to designate the underwriter who requested and/or processed a notice.

This field displays a list of previously defined Underwriters. To select the underwriter for the policy select one from the drop-down list, or scroll down to the desired entry and click the Tab key. This information does not appear on the notice. If Underwriter information has not been defined in

Utilities

, this field will not display.

You or your System Administrator can add or edit the list of Underwriters if you have Data Setup-Underwriter rights. Select

Utilities

to open the

Underwriter Maintenance

page.

Reason Code

This field displays a list of valid reason codes. Select the appropriate reason code from the drop-down list or scroll down to the desired entry and click the

Tab

key.

Reason Codes are specific to Policy and Notice Types and are determined by ODEN®.

Facsimile Signature

This field displays a list of previously defined facsimile signatures. To select the signature you want to display on the notice, select one from the drop-down list or scroll down to the desired entry and click the

Tab

key. If facsimile signature information has not been defined in

Utilities

, this field will not display. When a facsimile signature is selected for use on a notice, the signature will be reproduced on the notice, thereby eliminating the need for each notice to be personally signed by an authorized insurance representative.

You or the System Administrator can add to or edit the list of Facsimile Signatures or any other user with Data Setup-Facsimile Signature rights. You can access the Facsimile Signature Maintenance page through the

Utilities

menu.

Underwriting Period: The period of time from the inception date of a policy until the cancellation date of the policy. This Underwriting Period only applies to new policies that have never been renewed and that are being canceled. Many states use 60 days from the inception date of the new policy to be the Underwriting Period.

This field displays underwriting period information. This information displays only for new policies that are being canceled within a specific time period.