Policy Number
Overview
The Policy Number can consist of up to 25 alpha-numeric characters. All terms of the policy will have the same policy number.
⚠️ Important Considerations
- Consistency: The number should remain the same throughout the life of the policy across all renewals.
- Matching: For automated importing and reconciliation, the policy number must exactly match the data provided by the carrier.
💡 Tips for Success
- ✅ Standardize Entry: Be consistent with symbols and leading zeros to ensure accurate searching.
- ✅ Check for Duplicates: Visit the Duplicate Policy Numbers guide for more details on managing multiple policies with the same ID.