Add an additional insured

An additional insured is an individual or organization named as an insured but isn’t listed as the primary named insured on a policy. You can add an additional insured in the Contacts module and in the Policies module. To add an additional insured in the Policies module, see Adding or updating contacts on a policy.

To add an additional insured, 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 Additional Insured.
  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 needs to be entered.