View contact information from the Accounts Receivable screen

In the Provider Administrator portal, you can view and access contact information from a policy’s Accounts Receivable screen, including:

  • Named Insured¬†
  • Agent/Agency
  • Mortgagee

To view and access a named insured’s contact information:

  1. On a policy’s Accounts Receivable screen, navigate to the policy header. The named insured will appear as a link at the top of the header.
  2. Select the named insured link. The system will open the named insured’s Information screen in a new window.

To view and access an agent’s or agency’s contact information:

  1. On a policy’s Accounts Receivable screen, navigate to the Billing Overview tab.
  2. Navigate to the Policy Details section, you will see the field Agent/Agency. The name of the policy’s agent or agency will appear as a link.
  3. Select the agent or agency link. The system will open the agent’s or agency’s Information screen in a new window.

To view and access a mortgagee’s contact information:

  1. On a policy’s Accounts Receivable screen, navigate to the Billing Overview tab.
  2. Navigate to the Policy Details section. You will see the field Mortgagee. If there is a mortgagee on the policy, the mortgagee’s name will appear as a link.
  3. Select the mortgagee link. The system will open the mortgagee’s Information screen in a new window.