Detail
In this topic, we continue our discussion of adding Additional Interests/Insureds to a New Insured.
On the Detail tab, you can provide detailed information about the insured or interest that you are adding.
The buttons located on the Detail tab are described in the table below.
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Button |
Function |
|---|---|
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Save your changes and close Add/Edit Additional Interests/Insureds |
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Save your changes and begin a new record |
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Abandon your changes without saving and close Add/Edit Additional Interests/Insureds |
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Open the insured's address on the Google Maps, MapQuest, Rand McNally, or Yahoo Maps website using your default Web browser application |
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Move to the first record |
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Move back ten records |
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Move to the previous record |
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Move to the next record |
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Move forward ten records |
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Move to the last record |
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Close Add/Edit Additional Interests/Insureds |
In the steps listed below, we show you how to add a new insured or interest.
- In the Additional Interests/Insureds pane, enter
the following information.
- Name – Name of the insured or interest
- Dba Name – Doing business as (dba) name
- Address – Address of the insured or interest
- Phone - Phone number of the insured or interest
- Fax – Fax number of the insured or interest
Email – Email address of the insured or interest
- Description – Brief description of the interest
- Interest – Type of interest **
Additional insured
Additional insured / Loss payee
Additional insured / Waiver of subrogation
Blanket additional insured
Certificate holder
Lienholder
Loss payee
Mortgagee
Waiver of subrogation
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** NOTE: The aforementioned list of interest types can be managed in the Data Maintenance Utility under Tables > Lookup Codes in the Additional Interests table. |