On the Contacts screen, you can add contacts related to the policy, such as the named insured, agency, and additional interests. When you add a contact to the policy, the fields that appear and the fields that are required are configurable.
Depending on settings, additional contacts can be added, such as:
- Additional Driver
- Agency Contact
- Mortgagee
- Premium Finance Company
Add a named insured
To add a named insured:
- Under Named Insured, select one of the following options, and then complete the associated fields:
-
Contact is an individual
-
Full Name
Note: If the individual contact you type already exists in the system, the Similar Contacts Found dialog box will open. Select the correct contact from the dialog box. If you don't see the correct contact, select Keep adding "<individual contact name>" as a new Contact. If you select an existing contact, the name will appear in a box beneath the Insureds section; move to the Add an Agency section.
- Birthdate
- Social Security Number
-
Full Name
-
Contact is an organization
-
Organization Name
Note: If the organization contact you type already exists in the system, the Similar Contacts Found dialog box will open. Select the correct contact from the dialog box. If you don't see the correct contact, select Keep adding "<organization contact name>" as a new Contact. If you select an existing contact, the name will appear in a box beneath the Insureds section; move to the Add an Agency section.
- Federal EIN/Tax ID
-
Organization Name
-
Contact is an individual
- In the Address section, select the address type for the contact from the Address Type dropdown list, and complete the associated fields:
- Street Address or P.O. Box
- Apt., Suite or Unit Number, etc.
- Country
- Zip Code
- To add another address, select the + Add Another Address link and repeat step 2.
- To add a phone number, select + Add a Phone Number, complete the Phone Number box, and select the phone number type from the Type dropdown list.
- To add another phone number, select the + Add Another Phone Number and repeat step 4.
- To add an email address, select + Add an Email Address, complete the Email Address box, and select the email address type from the Type dropdown list.
- To add another email address, select the + Add Another Email Address link and repeat step 6.
- When you're finished adding the contact information, select Save Contact.
Note: The named insured and their address information will appear in a box beneath the Insureds section. The first insured you add is automatically marked as the Primary Insured.
Considerations
- To edit or remove the contact, in the Contact box, select Options, and then select either Edit Contact or Remove from Policy.
- To retrieve an individual's credit score, in the Contact box, in the Credit Score section, select Get Credit Score.
Add another named insured
To add another named insured, select + Add another Named Insured, and then complete the fields as described in the Add Named Insured section above.
Change the primary insured
If more than one named insured exists on the policy, you can make another named insured the primary insured:
- Select the Options link of the named insured you want to list as the primary insured.
- In the dropdown list, select Set as Primary Insured.
Add an agency
To add an agency to the policy:
- Under Agency in the Search for an Agency box, type the name of the agency associated with the policy.
- In the dropdown list of agency names, select the correct name.
Notes:
- If a dropdown list doesn't appear, or the agency name isn't in the dropdown list, then this means the agency doesn't exist in the system, and you must add the agency in the Contacts module before you can proceed with adding the agency.
- After you add the agency, the agency information will appear in a box beneath the Agency section title.
- For more information, see Add an agency.
Considerations
- To edit agency information or change the agency on the policy, select the Options link in the agency box, and then select Edit Agency Information.
- To change the agency on the policy, select Use a different Agency, and then repeat the steps above to add an agency to the policy.
Add additional interests
If configured, you can add an additional interest to the quote. Additional interests may be an additional insured, a land contract holder, a loss payee, a joint interest, or a liability interest.
To add an additional interest:
- In the Additional Interests section, select + Add an Additional Interest.
- Under Additional Interest, select one of the following options, and then complete the associated fields:
-
Contact is an individual
-
Full Name
Note: If the individual contact you type already exists in the system, the Similar Contacts Found dialog box will open. Select the correct contact from the dialog box. If you don't see the correct contact, select Keep adding "<individual contact name>" as a new Contact. If you select an existing contact, the name will appear in a box beneath the Additional Interests section; move to the Next steps section.
- Birthdate
- Social Security Number
-
Full Name
-
Contact is an organization
-
Organization Name
Note: If the organization contact you type already exists in the system, the Similar Contacts Found dialog box will open. Select the correct contact from the dialog box. If you don't see the correct contact, select Keep adding "<organization contact name>" as a new Contact. If you select an existing contact, the name will appear in a box beneath the Additional Interests section; move to the Next steps section.
- Federal EIN/Tax ID
-
Organization Name
-
Contact is an individual
- In the Type of Interest dropdown list, select the type of additional interest you're adding.
- In the Address section, in the Address Type dropdown list, select the type of address you're adding, and then complete the associated boxes:
- Street Address or P.O. Box
- Apt. Suite or Unit Number, etc.
- Country
- Zip Code
- To add another address, select + Add Another Address and repeat step 4.
- To add a phone number, select + Add a Phone Number, complete the Phone Number box, and select the phone number type from the Type dropdown list.
- To add another phone number, select + Add Another Phone Number and repeat step 6.
- To add an email address, select + Add an Email Address, complete the Email Address box, and select the email address type from the Type dropdown list.
- To add another email address, select + Add Another Email Address and repeat step 8.
- When you're finished, select Save Contact.
Note: The additional interest will appear in a box below the Additional Interests section. You can add multiple additional interests using the steps above.
Considerations
To edit or remove the contact, select Options, and then select either Edit Contact or Remove from Policy.
Next steps
When you finish adding contacts, select Continue Adding Policy to be directed to the next step: Risks.