Managing Custom Policy Titles

Custom policy titles help you categorize and quickly identify policies when viewing a client or running reports. This article shows you how to create custom titles that keep your policies structured and accessible.

To change the title of a policy, use the Policy Title drop-down on the Policy Information tab of the Edit Client/Policy dialog. You can select from the custom policy titles your agency has created for that carrier and application type. If the custom policy title you need does not appear in the Policy Title drop-down, have an agency manager follow the steps in this article to add the custom title to the carrier and application type.

In order to complete this task, user permissions must be set to include:

Agency Setup > Carrier Setup

See User Permissions for more information.

  1. Click Setup.

  2. Select Carrier/MGA Setup.

  3. Select the carrier you are creating custom policy titles for.

  4. Select the Lines of Business tab.

To add, edit, or delete custom policy titles

The Policy Title is the label that shows on the policy's tab in the client (for example, AUTOP for Personal Auto policies). By default, policies will use the 3-5 letter code assigned to each line of business by ACORD. For a full list of these ACORD-standard codes, see ACORD Line of Business List.

HawkSoft has the following default list of custom Policy Titles:

Application Type Policy Title
Personal ATV, Classic, Cycle, Golf Cart, RV, Snowmobile, Trailer, 2nd Home, Condo, Mobilehome, Renters, Vacant
Commercial BOP
Life Term Life, Whole Life, UNIV Life, VOL Life
Health Dental, Health, HSA, LTD, STD, Vision
Employee Benefits Dental-GRP, Health-GRP, Life-GRP, LTC-GRP, LTD-GRP, STD-GRP, Vision-GRP

You can add, edit, or delete default custom policy titles for each application type and carrier as needed. Custom policy titles can have up to 10 characters and do not need to follow ACORD format. For example, you can create a custom policy title and set the policy tab to display Trailer instead of AUTOP.

To add custom Policy Titles to an Application Type:

  1. On the carrier profile in Carrier/MGA Setup, select the application type you are creating custom policy titles for (personal, commercial, etc).

  2. In the Custom Policy Title section, toggle LOB Code Titles to Custom Titles (green).

  3. Type your custom policy title into the Add a custom title... text box, then press Tab on your keyboard to add the custom title and continue adding as many titles as you need.

    If you need to delete a custom Policy Title, click the X button next to the Title you want to remove.

  4. Click Save once finished adding Custom Policy Titles.

You can use the Data Replace feature to update custom policy titles in bulk across multiple records. See Data Replace for more information.

Once the carrier is saved, your agents can select a Custom Policy Title from the drop-down on the Policy Information screen when inserting a policy with the selected carrier and application type. The policy tab on the client will display the custom title. Carrier downloads do not overwrite the title — this is for your agency only.

For more information on managing your Carriers or Lines of Business, see Carrier Setup Overview and Carrier Coverages and Lines of Business.

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