Adding Policy Detail Procedure

Use this procedure to add information about a location, driver, vehicle, scheduled property, coverage, supplemental name, prior history, remarks and attachments, additional/other interest, and underwriting and rating.

 If you are processing a renewal, be careful to select and update detail for the correct policy term.

Add policy detail

1. Look up and load the client. The Client Details page appears showing a list of policies attached to the client.
2. Select the policy you want to work with. The Policy Detail page appears. The Client Primary Navigation shows the detail items for the selected policy.

3. Click the type of detail item you want to add (for example, Drivers). The page displays the Grid Options Menu bar.

4. Click Add. The Maintain An Existing Transaction page appears. Note If you see the message "You cannot add records while in display mode," select either Click here to Maintain a Transaction or Click here to Create an Endorsement; then complete the subsequent dialog box.

5. Click the transaction to which you are adding detail. A dialogue box appears asking if you wish to reopen this diary. Make your selection.The detail page for the item you selected appears. Required fields have a yellow background.

6. Complete the fields on the detail page as needed.
7. Click Save or press ALT+S.