Detail

You can add or edit additional interest information for a policy on the Addl Interests tab on the Policy Data tab.

You can add, edit, copy, and delete additional insured records on the Detail tab. In the steps that follow, we will show you how to add an additional interest record. You can use our steps to edit existing records as needed.

  1. On the Detail tab, enter the name, doing business as (DBA) name, address, and fax number for the additional insured.
  2. In the Description box, enter a brief description for the insured record.
  3. In the Interest list, select interest type for the additional insured.
  4. In the Date Added box, type or click to select the date on which the additional insured record was added to the policy.
  5. In the Date Dropped box, enter the date on which the additional insured was dropped from the policy, if applicable.
  6. Select Active to indicate that the record is active in AIM.

You can use the buttons described in the table below to manage additional insured records.

Button

Function

Add a new additional insured record

Edit the selected record

Copy the selected record

Delete the selected records

Save your changes and close the dialog box

Save changes and begin a new record

Abandon changes and close the dialog box

View the address using the MapQuest Web site

Save changes to the record

Save changes to the record and begin adding a new record

Cancel the selection of all selected records

Close Add/Edit Additional Interests/Insureds

Move to the first record

Move back ten records

Move to the previous record

Move to the next record

Move forward ten records

Move to the last record

  1. On the Notes tab, add or edit notes pertaining to the interest.

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