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Update Policy Status Names #121

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bbodine1 opened this issue Feb 21, 2024 · 0 comments · May be fixed by #125
Open

Update Policy Status Names #121

bbodine1 opened this issue Feb 21, 2024 · 0 comments · May be fixed by #125
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@bbodine1
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bbodine1 commented Feb 21, 2024

https://ideacrew.aha.io/ideas/ideas/EDIDBOM-I-14

Problem:
For policies that are not canceled or terminated, Carrier Portal uses the "Submitted" status for policies that run through the end of the plan year. If the policies were reinstated, they would show as "Resubmitted"

Solution:

  • For policies in a prior plan year use the term "Expired" (consistent with EA)
  • For policies that are in a current plan year
    • use "Active" for Submitted policies
    • user "Reinstated" for Resubmitted policies

Value:
This will enhance user experience and provide a clear indication of a status of a policy

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