Contacts documentation
Contacts management
Contacts list
Information
- Complete the New Contact dialog box for an individual
- Complete the New Contact dialog box for an organization
- Impersonate a contact
- Track an agent’s license expiration date
- Add all agencies to a contact
- Remove all agencies from a contact
- Pull a new credit score and report
- Set up email notifications
- View an insured’s insurance information
Add a contact
Add a role
- Add an additional insured
- Add an additional interest
- Add an administrator
- Add an attorney
- Add a board member
- Add a claimant
- Add a claims adjuster
- Add a contractor
- Add the In Care Of role
- Add a loss payee
- Add a medical provider
- Add a named insured
- Add a public claims adjuster
- Add a surplus lines producer
- Add an unlisted payor
- Add a vendor
Configuration
- Overview link
- Procedure link
- Procedure link
- Procedure link
- Procedure link
Payments
- Overview link
- Procedure link
- Procedure link
- Procedure link
- Procedure link
Security
- Overview link
- Procedure link
- Procedure link
- Procedure link
- Procedure link
- Overview link
- Procedure link
- Procedure link
- Procedure link
- Procedure link