Workflow: Adding Personnel to a Policy

You can add personnel to a policy before and after it's billed.

  1. Open the Customer and Policy requiring the addition.  How...
  2. Expand the Basic Policy Information > Personnel section of the policy form.
  3. Click New. The Add Personnel to Policy form appears.
  4. Select the type of personnel (Exec, Rep, Broker, Sales Center Rep).
  5. Personnel added when no billings exist are effective for the entire policy term. The Effective As Of field defaults to the policy effective date and cannot be changed.
  6. Select the name. The names available depend on the type of personnel selected.
  7. If the employee you are adding is the primary Exec or Rep, select Primary Service Team. If a primary Exec or Rep already exists, that person's primary service team status is removed and the person being added becomes part of the primary team.

    Only one broker can be added to a policy and is automatically part of the primary service team. Sales Center Reps can never be part of the primary service team.
  1. If the commissions you are entering on this form are to override the defaults (from Employee or Broker Commission Setup) for this policy only, select a Negotiated Commissions option.
  2. Click OK. You are returned to the Policy form. Click Save or Save & Close.
  1. Open the Customer and Policy requiring the addition. .  How...
  2. Expand the Basic Policy Information > Personnel section of the policy form.
  3. Click New. The Add Personnel to Policy on Billed Policy form appears.
  4. Select the Type (Exec, Rep, Broker, Sales Center Rep) of personnel.
  5. Typically, an employee or broker added to the policy mid-term only receives commissions on billings from the date they are added to the end of the term. Therefore, the current system date defaults to the Effective As Of date field, but can be changed.
  6. Select the Name of the personnel. The names available depend on the Type of personnel selected.
  7. If the employee you are adding is the primary Exec or Rep, select Primary Service Team. If a primary Exec or Rep already exists, that person's primary service team status is removed and the person being added becomes part of the primary team.

    Only one broker can be added to a policy and they are automatically part of the primary service team. Sales Center Reps can never be part of the primary service team.
  8. If the commissions you are entering on this form are to override the defaults from Employee or Broker Commission setup for this policy only, select a Negotiated Commissions option.
  9. When adding personnel, the Build Commission Options are only available if the policy is billed.
Build Commission Options Column Heading

As entered on prior policy invoices

This option is not available when deleting personnel on a billed policy.

Default from Setup for New Personnel

This option is not available when deleting personnel on a billed policy.
  1. Click OK. A message displays indicating the Change Personnel Commissions form loads because the policy is billed, and you may want to confirm or revise the commissions.

  2. Click OK to the message and the Change Personnel Commissions form displays. See Correcting Invoices for help using this form.

  3. Once the commissions are reviewed and edited, if necessary, click Post, type in a correction note, if desired, and click Continue Posting. You are returned to the Policy form.

  4. Click Save or Save & Close .

What's Next?

For additional information on adding personnel to a Policy, consult the topic, Working with Policy Personnel.