Get Sub-customers

Use the Get Sub-customers data entry form to add sub-customers to a multiple entity policy. This data entry form can also be used to add the sub-customers to the Commercial Supplemental Names section of Policy (for multiple entity customers/policies only) as "Additional Named Insureds," if applicable.

  1. In the Customer Center, search for and select the multi-entity sub master customer for whom you want to add sub-customers.
  2. On the sidebar menu click Views > Policies.
  3. Click the link in the Policy # column for the policy you want to edit. The Policy form appears.
  4. Do one of the following:
    • Expand the Basic Policy Information section, and then open the Multiple Entity section.
    • Expand the Commercial Supplemental Names section.
    • Expand the Transaction Premiums/Billing section, and then click the Split Premium link in the Multiple Entity column in the Transaction Premiums or Transaction Fees, Taxes, Finance, & Down Payments sub-section. This opens the Multiple Entities data entry form.
      •  

      If a line of business has been entered, you’ll see a transaction premium line with the split premium link. You can enter a transaction premium manually by clicking New.

  5. Click Get Sub-customers. Only the sub-customers that are not already added to the policy are in the list.

The form displays all of the sub-customers associated with the master customer.

 

When accessing Get Sub-customers from the Multiple Entities data entry form, the list includes only sub-customers that are not already added to the list.

 

Button, Field/ Column What is this?

Select All Customers

Select the check box in the Select column for all customers in the list.

Select

Select this check box if you want the sub-customer to be included in the coverage on this policy.

If the sub-customer:

  • Is assigned premium from the Split Premium link in the Transaction Premium/Billing > Transaction Premiums and/or the Transaction Fees, Taxes, Finance, & Down Payments sections in the Policy data entry form, you cannot clear the Select check box.
  • Is added to the Commercial Supplemental Names section as an Additional Named Insured, you can't clear the Select check box.

To clear the check box, go to the Transaction Premiums/Billing section, click the Split Premium links and remove the premium/non-premium, and/or delete the sub-customer from the Commercial Supplemental Names grid. The sub-customer is automatically de-selected from the Get Sub-customer data entry form.

Customer

The firm or last name entered in customer information.

DBA

The Doing Business As name entered in customer information.

Address

The address entered in customer information.

Active

A check indicates that the sub-customer is active on this policy.

Add as Additional Named Insured

A check indicates that the sub-customer is also listed in the Commercial Supplemental Names grid on the policy.

 

The first time this box is checked and you click OK on the data entry form, the checked names are added to the Commercial Supplemental Names grid on the policy.

Once the names have been added to the Commercial Supplemental Names section grid, you can't clear any of the check boxes. You can delete the sub-customer directly from the Commercial Supplemental Names grid if they are no longer active on the policy.

What's Next?

Do you want more information about entering a multiple entity customer and policy? See Workflow: Enter a Multiple Entity Customer and Policy.

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