Assigned Interests/Insureds

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

You can view which interests or insureds have been assigned to a policy on the Assigned Interests/Insureds tab. Additionally, you can drop an interest from the policy or print a report that shows the assigned interests for the policy.

The Date Added and Interest boxes are populated automatically based on which interest is selected.

1. To drop an interest, select the interest and click Drop.
   The Date Dropped box is populated automatically using the current date. You can edit the date as needed using the Calendar.
2. Click Print Sched to print a report of interests for the policy, if applicable.
   The report is generated using Crystal Reports.

See Also