Add underwriters to policies

You can add an underwriter to a policy only if the show underwriting contact section advanced setting is set to britecore or both. You can add only one underwriter to a policy.

For more information about removing underwriters, see Remove contacts from policies. To add a new underwriter, see Add an underwriter. To edit a contact’s information, see Edit contact information.

To add an underwriter to a policy:

  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. On the Information tab, select the Underwriting Contacted checkbox to display the Name and Date Contacted boxes.
  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 the Enter/Return key to open the New Contact dialog box. See Complete the New Contact dialog box for an individual for more information.
  6. Add a Date Contacted.
  7. Commit the revision.