Step 2 – Contacts

On the Contacts screen, you can add contacts related to the policy, such as the named insured, agency, and additional interests. Depending on settings, additional contacts can be added, such as:

  • Additional Driver
  • Agency Contact
  • Mortgagee
  • Premium Finance Company

When you add a contact to the policy, the fields that appear and the fields that are required are configurable.

Add a named insured

To add a named insured:

  1. Under Named Insured, select one of the following radio buttons:
    1. Contact is an individual
      1. Complete the associated fields:
        1. 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.

        2. Birthdate
        3. Social Security Number
    2. Contact is an organization
      1. Complete the associated fields:
        1. 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.

        2. Federal EIN/Tax ID
  2. 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
  3. To add another address, select the + Add Another Address link and repeat step 2.
  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.
  5. To add another phone number, select the + Add Another Phone Number and repeat step 4.
  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.
  7. To add another email address, select the + Add Another Email Address link and repeat step 6.
  8. When you’re finished adding the contact information, select Save Contact.

The named insured and their address information will appear in a box beneath the Insureds section.

Figure 1: Sample of the Contacts screen after insureds have been added.

Considerations

You can edit the contact or remove the contact by selecting the Options link in the contact’s box and then selecting Edit Contact or Remove from Policy.

When you add an individual contact, you can retrieve the credit score. In the individual contact’s box, there is a Credit Score section. Select Get Credit Score. In Figure 1, note that the organization contact’s box (number 1) doesn’t have a Credit Score section, but the individual contact’s box (number 2) does have a Credit Score section.

The first insured you add is automatically marked as the Primary Insured.

Add another named insured

To add another named insured, select + Add another Named Insured. 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. From the dropdown list, select Set as Primary Insured.

Add an agency

To add an agency to the policy:

  1. Under Agency in the Search for an Agency box, type the name of the agency associated with the policy.
    • If the agency exists in the system, it will populate in a dropdown list of possible agency names. Select the correct name.
    • 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. You must add the agency in the Contacts module before you can proceed with adding the agency. See Add an agency for more information.

After you add the agency, the agency information will appear in a box beneath the Agency section title.

Figure 2: View of the Agency and Additional Interests section on the Quote wizard’s Contacts screen.

Considerations

You can edit agency information or change the agency on the policy.

  • To edit agency information, select the Options link in the agency box. Select Edit Agency Information. The system will direct you to the agency’s Information screen in the Contacts module.
  • To change the agency on the policy, select Use a different Agency. 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:

  1. In the Additional Interests section, select + Add an Additional Interest.
  2. Under Additional Interest, select one of the following radio buttons:
    1. Contact is an individual
      1. Complete the associated fields:
        1. 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.

        2. Birthdate
        3. Social Security Number
    2. Contact is an organization
      1. Complete the associated fields:
        1. 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.

        2. Federal EIN/Tax ID
  3. From the Type of Interest dropdown list, select the type of additional interest you’re adding.
  4. In the Address section, select the type of address you’re adding from the Address Type dropdown list and then complete the associated boxes:
    • Street Address or P.O. Box
    • Apt. Suite or Unit Number, etc.
    • Country
    • Zip Code
  5. To add another address, select + Add Another Address and repeat step 4.
  6. 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.
  7. To add another phone number, select + Add Another Phone Number and repeat step 6.
  8. 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.
  9. To add another email address, select + Add Another Email Address and repeat step 8.
  10. When you’re finished adding an additional interest, select Save Contact.

The additional interest will appear in a box below the Additional Interests section. You can add multiple additional interests using the steps above.

Considerations

You can edit or remove additional interests from the policy. To edit or remove the contact, select the Options link and select Edit Contact or Remove from Policy.

Next steps

When you finish adding contacts, select the Continue Adding Policy button. BriteCore will direct you to the next step: Risks.