Contacts

Gen 3

Contacts

Add an unlisted payor

An individual or organization that makes a payment on a policy but isn’t listed as an insured or an additional interest is an unlisted payor. You can add an unlisted payor in the Contacts module.

To add an unlisted payor, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Unlisted Payor.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open. No further information is needed.