ActivityNoteTypeCd

Description
A code indicating the type of activity that generated this communication. This element uses the ActivityNoteType code list.

Type : Element
DataType : ActivityNoteType
ValueDescription
AccountCurrentReconAccount Current Reconciliation
ClaimAdjusterAssignAdjuster Assignment & Notes
PolicyAnniversaryReRateAnniversary Re-Rating
AssignmentReversalAssignment Reversal
AuditDisputeAudit Dispute
AuditInitiatedAudit Initiated
BenefitClaimSummaryBenefit High Level Claim Summary
BenefitPlanSummaryBenefit Plan Summary
BenefitProposalBenefit Proposal
BenefitRenewalProposalBenefit Renewal Proposal
BenefitStatusUpdateBenefit Status Update
BillCollectionBill Collection notice sent
BillOverduePaidBill Paid-Removed from Overdue Payment List (Paid before notice issued)
PolicyBinderBinder
BondChangeBond Change
BondCloseBond Closed
PolicyCancelRequestCancellation Request
ClaimActivityClaim activity - existing claim
ClaimBordereauClaim Bordereau
ClaimInformationClaim Information
ClaimReserveClaim Reserve
ClaimInquiryClaims Inquiry
ClaimsPaymentClaims Payment - Existing Claim
ClaimStatusUpdateClaim Status Update
PolicyTransactionCommunicate generic policy transactions that can include file attachments of policy dec pages, the actual policy document, etc.
CommunicationFromUnderwriterImmediateCommunication from underwriter - Immediate response. Requires immediate response (e.g., New business or endorsement question in order to issue)
CommunicationFromUnderwriterNoResponseCommunication from underwriter - No response. No response expected from agency client specific (e.g., Broker of Record change or Advanced notification of non-renewal)
CommunicationWithUnderwriterNotUrgentCommunications with underwriter - Response not urgent (e.g., Request for policy information, Pre-renewal updates)
CommunicationWithUnderwriterSubmissionUpdateCommunication with underwriter - Submission Updates - Confirmation submission received
ContactContact
DataSyncData Base Synchronization
DataSyncRequestDatabase Synchronization Request
DeferredAuditDeferred Audit
CommissionsDetailDirect Bill Commission Detail
MidTermCancelDirect Notice of a Mid-Term Cancellation
NonRenewalDirect Notice of Non-Renewal
DividendTransDividend Transaction
DownloadSetupDownload Setup Transaction
EarnedPremiumNoticeEarned Premium Notice
EarnedPremiumPaidEarned Premium Paid
ElectronicMemoElectronic Memo - the default to use when there is no other ActivityNoteType that is complimentary/applicable/appropriate for a given BusinessPurposeTypeCd.
ErrorError Messages
EstimatedAuditEstimated Audit
BillPaymentsCancelList of payments on cancelled policies
BillPaymentsReinstatementList of payments on reinstated policies
ClaimLossNoticeLoss Notice
GroupAccountsMessage intended for specific group of accounts
GroupEmployeesMessage intended for specific group of employees
GroupPoliciesMessage intended for specific group of policies
PolicyNewNew Business
PolicyNewQuoteNew Business Quote
ClaimFNOLNew Claim (FNOL/FROI)
NonPolicyDocNon-Policy Document
PolicyNonRenNon-Renewal (Sent To Policyholder/Copy Agency)
AuditCompletedNotice of Completed Audit
PolicyChangeDueToAuditNotice of Exposure Change on Policy due to recent Audit (Pre-Endorsement)
BillFinalNoticeNotice of final cancellation
AuditPendingNotice of Pending Audit (voluntary or on-premises)
BillPremiumFinanceNotice of Premium Finance (comes from premium finance company)
OutstandingAuditOutstanding Premium Audit
BillOverdueOverdue Payment List (Cancellation Notice Not Yet Issued)
BillPendingCancelPending Cancellation for Non-Pay
PolicyChangeQuotePolicy Change Quote
PolicyChangeAgentRequestPolicy Changes - Insurer confirmation of agent requests
PolicyChangeDirectClientRequestPolicy Changes - Insurer confirmation of direct client requests to Insurer
PolicyExtensionPolicy Extension (Expiration date extension)
PolicyInquiryPolicy Inquiry
PolicyMarketingPolicy Marketing
PremiumBordereauTransPremium Bordereau Transaction
PromNewLineOfBusPromotions for New Line of Business
PromNewMarketPromotions for New Markets
ProspectProspect Account
RoundOutRecommended for Round Out
ReconStatementReconciliation Statements
PolicyReinstatementReinstatement
PolicyReIssueRe-Issue
PolicyRenewalRenewal Image
PolicyRenewalQuoteRenewal Quote
PolicyRenewalRequestRenewal Request
PolicyReQuoteRenewal Re-Quote
RetrospectiveAdjustmentsRetrospective Rating / High-Low / Loss Sensitive Plan Adjustments
PolicyReversalNonRenReversal of Non-Renewal
PolicyRewriteRewrite
SubmissionBoundSubmission Bound
SubmissionDeclinedSubmission Declined
SubmissionPendingSubmission Pending Additional Information
SubmissionPendingThirdSubmission Pending Additional Information from Third Party Other Than Agent
SubmissionQuotedSubmission Quoted
SubmissionReceivedSubmission Received
SubmissionUnboundSubmission Unbound
SubmissionUnderReviewSubmission Underwriter Review
SumClaimsSummaries of Claims
SumCommissionsSummaries of Commissions
SumPoliciesSummaries of Policies
SummaryBenefitCoverageSummary of Benefit Coverages
BondSuretyResultsSurety Bid Bond Results
BondSuretyApprovalSurety Bond Approval
BondSuretyRequestSurety Bond Request
PasswordExpirationThis code is used with the Activity/Note response transaction to enable carriers to notifiy agencies when their password is due to expire.
UncollectableAuditUncollectable Audit
BulletinUrgentUrgent Bulletins (e.g. disaster conditions or binding restrictions)
WaivedAuditWaived Audit