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Policy

AgentType

string

Allowed values:ACCOUNTMANAGERADDITIONALCOMPENSATIONRECIPIENTADVANCEDUNDERWRITINGCONSULTANTAGENCYORGENERALAGENTAGENCYDIRECTORAGENCYSUPERINTENDENTAGENCYVICEPRESIDENTAGENTORPRODUCERASSISTANTASSISTANTGROUPUNDERWRITERASSISTANTMANAGERASSISTANTVICEPRESIDENTASSISTANTVPCOMPLIANCEASSOCIATEAGENCYMANAGERASSOCIATEFINANCIALPLANNERASSOCIATEOFFICERMANAGERASSOCIATESALEDEVELOPMENTMANAGERINTRAININGASSOCIATESALESDEVELOPMENTMANAGERBANKBANKEMPLOYEEBRANCHMANAGERBROKERBROKERORDEALERBROKERAGEDIRECTORBROKERAGEGENERALAGENTCERTIFIEDFINANCIALPLANNERDISTRIBUTORFINANCIALCONSULTANTFINANCIALPLANNERMANAGINGDIRECTORMANAGINGGENERALAGENTOFFICEMANAGEROTHERPLATFORMREPQUALIFYINGOFFICERREGISTEREDFINANCIALPLANNERREGISTEREDREPRESENTATIVESALESDEVELOPMENTMANAGERSECONDLINEMANAGERSENIORADMINISTRATIVECONSULTANTSENIORADVANCEDUNDERWRITINGCONSULTANTSENIORFINANCIALPLANNERSENIORGROUPACCOUNTEXECUTIVESENIORGROUPSALESREPRESENTATIVESENIORPARTNERSENIORSALESDEVELOPMENTMANAGERSENIORVICEPRESIDENTSERVICINGBROKERSERVICINGONLYAGENTSOLICITORTEAMUNKNOWN

Prefix

string

Allowed values:MRMSMISSMRSDR

Gender

string

Allowed values:MALEFEMALEUNISEX

TrustType

string

Allowed values:INDIVIDUALTRUSTCORPORATETRUSTTESTAMENTARYTRUSTINTERVIVOSTRUSTGRANTORTRUST

PreferredCommunicationType

string

Allowed values:EMAILREGULARMAILPHONEFAXTEXTNOPREFERENCESPECIFIEDPOSTALOTHER