Insurance company’s electronic master file of information on insured individuals such as names, certificate numbers, and contract data.

Document that provides a general description of the responsibilities that are to be assumed by two or more parties in their pursuit of some goals. It is used when agencies enter into a joint project in which (1) they each contribute their own resources and the scope of work is broad and not specific to any one project or (2) there is no exchange of goods or services between the participating agencies.