Policies

Policies

Add agencies to policies

If an agent starts a quote, the initiating agent is automatically added as the agency contact. However, if a staff member begins a quote, the agency contact may need to be manually added.

Note: You can add only one agency contact to a policy.

Note: If you create a new policy using + Create Policy (Legacy) in the Provider Administrator portal, you will need to manually select an agency contact.

For more information about removing agencies, see Remove contacts from policies. To add a new agency or agent, see Add an agency and Add an agent. To edit a contact’s information, see Edit contact information.

To add an agency:

  1. Select Policies.
  2. On the Policies List screen, select a policy number to open a policy.
  3. If the policy doesn’t have an open revision, create a new revision.
  4. In the Agency subsection, select the green plus (+) icon. A Name box will display.
  5. In the Name box, type the name of the contact you want to add. A dropdown list of suggested existing contacts will appear.
    1. If you want to add a contact that already exists, select the contact from the dropdown menu of suggested contacts.
    2. If the contact you want to add isn’t in the list of suggested existing contacts, first check the spelling to ensure you don’t add a duplicate contact. If you still don’t see the contact you want to add, press Enter/Return to open the New Contact dialog box. See Complete the New Contact dialog box for an organization for more information.
  6. From the Agency Contact dropdown list, select the agent who worked on the policy.
  7. Commit the revision.