Agent Book CRM Knowledge Base

Policies store coverage details for a client or lead in Agent Book CRM.

Use policies to track active, approved, pending, replaced, or terminated coverage records.

Add a policy from a client profile #

1. Open Agent Book CRM.
2. Go to Clients.
3. Open the client profile.
4. Find the Policies section.
5. Select Add Policy.
6. Choose the coverage type.
7. Enter the policy details.
8. Save the policy.

Common policy fields #

Policy details can include:

• Status
• Carrier
• Plan name
• Plan ID
• Policy number
• Enrollment code
• Premium
• Application date
• Effective date
• Renewal date
• Enrollment period
• Coverage type
• Plan type, when applicable

Plan name and Plan ID #

For some coverage types, such as PDP and MAPD, you can enter both a plan name and a plan ID.

Example:

• Plan Name: Wellcare Value Script
• Plan ID: S4802-133

Policy number and enrollment code #

The policy number should be used for the carrier-issued policy or member number.

The enrollment code can be used to store an application, enrollment, or confirmation code when one is available.

Application date and effective date #

Use the application date for the date the application was submitted.

Use the effective date for the date the coverage begins.

Enrollment period #

For Medicare-related coverage, use the enrollment period field to track the enrollment reason, such as:

• IEP
• ICEP
• OEP
• AEP
• SEP
• Open Enrollment
• Guaranteed Issue

Edit a policy #

To edit a policy:

1. Open the client profile.
2. Find the policy in the Policies section.
3. Open the policy.
4. Update the needed fields.
5. Save the changes.

Policy status #

Policy status helps your agency understand where the policy stands.

Common examples include:

• Active
• Approved
• Pending
• Replaced
• Terminated

Use the status that best reflects the current policy stage.