Expiration card

A method of noting the expiration date of a policy. The agent or salesperson may use this to remind him or herself of which policies will be up for renewal soon.
***
A way of recording the date on which a policy terminates. It is used to remind the agent or sales representative of a policy coming up for renewal.

explanation of benefits (EOB)

A document or voucher detailing services billed and describing payment determinations that is sent to the insured and provider. It is known in Medicare, Medicaid, and some other programs as a remittance advice (RA) ; formerly known as Explanation of Medicare Benefits (EOMB) . In the TRICARE program, it is called a summary payment voucher . A payment check is usually attached or a part of the EOB. The EOB should include details of the claim(s) submitted, payment(s), deductible status, and each insured’s responsibility to the provider. See also electronic remittance notice (ERN), remittance advice (RA) , and Medicare remittance notice (MRN) .