Insured Description Field
PrintAny notable/additional information about an insured can be recorded in the insured's "Description" field. To edit an insured's "Description" field, follow these steps:
1. From your main navigation menu, click on "Insureds"
2. Under "Insureds List" locate your insured and click on the "Actions " > "Details" button next to their name
3. On the insured's "Details" page, click on the "Edit" button located just under your agency menu
4. Under the "Mailing Address" field, you will see the "Description" box where you may record any information about the insured
5. Don't forget to click on the "Save Changes" button at the bottom of the page to save the notes you made.
After saving your notes, the insured's "Details" page should include your newly updated "Description" and look somewhat like this:
