Option 1: From the main screen, click on the “+” icon and select “Insured.”
Option 2: From the navigation menu, click on “Insured.”
Select "Add New Insured":
In the top right corner of the screen, click on “Add New Insured.”
Search for Existing Insurance:
A search list will appear to help you avoid duplication.
Start typing a few letters of the insured's name to check if they already exist in the system.
Manage Columns:
Adjust the view by managing the type, which controls which columns are expanded or minimized.
For example, selecting "Commercial" will display different columns than "Personal."
Enter Insured Details:
Name: Enter the name of the insured.
DBA (Doing Business As): If applicable, enter the DBA name.
Greeting Name: Enter a greeting name.
FEIN Number: Enter the Federal Employer Identification number.
Acquisition Date: Enter the acquisition date.
Preferred Language: Select the preferred language.
Insured and Customer ID: Enter the insured ID (e.g., DOT number).
Hover Over Info for More Details:
Hover over the info icons to see how each field can be used for various numbers or IDs.
Set Additional Details:
Insured Status: Indicate if the insured is active.
Primary Office: If there are multiple locations, assign the insured to a specific location.
Type of Business: Select the type of business.
Address Information: Enter the address details.
Referral Source: Indicate who referred this business.
Description: Provide a description of the insured.
Principal/Coinsured: Add any principal or coinsured contacts.
Driver Information: If applicable, designate them as a driver on record.
Enter Contact Information:
Add phone numbers, emails, and the website of the client.
Suspend Notifications (if needed):
Use the suspended notifications tool to disable or suspend notifications like renewals, cancellations, expirations, and birthday emails for this specific client.
Assign Agents or CSRs:
Assign the responsible agents or Customer Service Representatives (CSRs) to this client.
Additional Fields for Life or Health Options:
If you selected a life or health insurance option, additional fields will expand for you to complete
