Content Comparison

Underwriter

Existing insurances > Underwriter

underwriter

The expandable policy titles are displayed using the following format:

Underwriter - Plan name (Policy number)

Example: TAL - TAL Accelerated Plus (12345678)

Plan name

Existing insurances >
Plan Name

plan_name

Policy number

Existing insurances >
Policy Number

policy_number

Premium

Existing insurances >
Total Premium

benefit_premium

The premium amount per frequency period.
Example: $375.00

Frequency

Existing insurances > Premium Frequency

frequency_display

The frequency of premium payments.
Example: Monthly

Policy owner

Existing insurances >
Policy owners

policy_owners

The entity that owns the policy.
Example: Sabre SMSF

Beneficiary

Existing insurances >
Life Insured

beneficiaries

The beneficiary of the policy.
Example: Cory Client

Start date

Existing insurances >
Issue Date

inception_date

The date the policy started.
Example: 11/06/2017

Policy purpose

Existing insurances >
Policy Purpose

policy_purpose

The purpose of the policy.
Example: Family protection

Payment method

Existing insurances > Payment Method

payment_method

The payment method for the policy.
Example: Rollover from Superannuation

Cover

Existing insurances > Cover > Cover

covers:cover_type

The type of insurance cover.
Example: Life

Benefit status

Existing insurances > Cover > Policy Status

covers:benefit_status

The status of the cover.
Example: Inforce

Is Super

Existing insurances > Cover > Is Super

covers:is_super

Whether the cover is connected to the entity’s superannuation.
Example: Yes

Definition/Type

Existing insurances > Cover > Type

covers:type

The definition/type of cover.
Example: Own Occupation

Waiting period

Existing insurances > Cover > Waiting Period

covers:waiting_period

The waiting period for the cover.
Example: 90 Days

Sickness period

Existing insurances > Cover > Sickness Period

covers:sickness_period

The sickness period for income protection insurance.
Example: 1 Year

Sum insured

Existing insurances > Cover > [Type] Sum Insured

covers:value:value

The sum insured (value) of the policy.
Example: $1,500,000.00

Premium structure

Existing insurances > Cover > Premium Structure

covers:premium_structure

The premium structure of the policy.
Example: Stepped

Renewal date

Existing insurances > Cover > Renewal Date

covers:renewal_date

The renewal date for the policy.
Example: 11th June

Issue status

Existing insurances > Cover > Secondary > Issue Status

covers:issue_status

The issue status of the policy.
Example: Loading & Exclusion

Benefit frequency

Existing insurances > Cover > Benefit Frequency

covers:benefit_frequency

The frequency of benefit payments.
Example: Monthly

Flexi-linked

Existing insurances > Cover > Flexi-Linked

covers:flexi_linked

Whether the cover is flexi-linked for TPD insurance.
Example: Yes

Double TPD

Existing insurances > Cover > Secondary > Double TPD

covers:double_tpd

Whether the cover has double TPD.
Example: Yes

Stand Alone

Existing insurances > Cover > Secondary > Stand Alone

covers:is_stand_alone

Whether the cover is standalone.
Example: No

Buy Back

Existing insurances > Cover > Secondary > Buy Back

covers:buy_back

Whether the cover includes buy-back.
Example: Yes

Indexed Claim Benefit

Existing insurances > Cover > Secondary > Indexed Claim Benefit

covers:indexed_claim_benefit

Whether the cover includes an indexed claim benefit.
Example: No

Accident Period

Existing insurances > Cover > Accident/Benefit Period

covers:accident_period

The accident period of the cover.
Example: 6 Months

Accident Short Waiting Period

Existing insurances > Cover > Secondary > Accident Short Waiting Period

covers:accident_short_wp

Whether the cover has an accident short waiting period.
Example: Yes

Reinstatement

Existing insurances > Cover > Secondary > Reinstatement

covers:reinstatement

Whether the cover includes a reinstatement clause.
Example: No

Exclusions

Existing insurances > Cover > Comments > Exclusion Notes

covers:exclusion_notes

The exclusion notes for the cover.
Example: No benefit payable for any claim arising while living outside of Australia or New Zealand.