First/Middle/Last Name Fields
Customer Name Types | How to Enter | ||
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Two People/Same Last Name |
Enter the names as follows:
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Professional Title with Last Name |
Using the appropriate punctuation, enter the last name and professional title as you want them to appear on forms and correspondence (M.D., J., or III). |
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Insureds with Different Last Names |
Enter the names as follows:
Entering the names in this way causes them to print correctly ('John Reynolds and Shari Malone') on applications and form letters.
Vertafore recommends that you also enter the secondary insured's name in the X-Ref section to provide additional search capabilities. |
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Individuals as Business Names |
If the commercial account name is an Individual, such as Dr. Jonathan D. Barney, you can enter it in the Name fields. It prints the name as Barney, Dr. Jonathan D. This customer sorts by the first letter B rather than J. |
Firm Name Field
Customer Name Types | How to Enter |
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Individuals as Business Names |
If the commercial account name is an Individual, such as Jonathan D. Barney, M.D., you can enter the full name in the Firm Name field. It prints to forms as Jonathan D. Barney, M.D., and sorts by the first letter J. When searching for names entered in the Firm Name field in this way, use the asterisk (*) before the name when searching. For example, *Barney in the search field to find this customer. |