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How to Enter Co-Insured Fields and Copy to Principal and Co-Insured Area
Note: The Copy the Principal and Co-Insured information to the 'Principal and Co-Insured' widget, the Date of Birth entry here will trigger the automated birthday message
1. In an insured entry or edit screen
- completing entering the principal Information
- check the box has co-insured
2. Add Co-Insured data
3. Select Copy Insured and Co-Insured
4. Add the Date of Birth
5. Enter the Driver Details. This is for just the principle insureds and NOT all drivers
- Add driver's license number and state information for principal and co-insured.
- This data will auto populate the driver info in Insured Items