17-06-2025 04:45 PM - edited 17-06-2025 05:34 PM
This screen captures details of health policies (e.g. dental / hospital treatment schemes) and general insurance policies (e.g. car / buildings / commercial).
Field label | Field ID (e.g. Xmerge syntax) |
Health insurance |
|
Coverage |
cover |
Status |
policy_status |
Provider |
insurer |
Policy number |
policy_number |
Next renewal date |
anniversary_date |
Individual/employee amount |
premium_individual |
Employer amount |
premium_employer |
Payment frequency |
premium_frequency |
Under advice status |
under_advice |
General insurance |
|
Type |
type |
Status |
benefit_status |
Provider |
coy |
Policy number |
policy_number |
Sum insured |
value |
Insured at policy level |
insured_at_policy_level |
Premium |
benefit_premium |
Paid by owner(s) |
payer_is_policy_owner |
Payment frequency |
frequency |
Under advice status |
under_advice |
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.