Available Insured Locations

In this topic, we continue our discussion of the Locations feature, located on the Policy Data tab.

The Add/Edit Location Schedule dialog box is used to manage locations associated with the policy. You can add, edit, delete, and assign locations as needed.

Locations are displayed in the grid using either black or grey text. Records displayed in black text have not yet been assigned to the policy. Records shown in grey have been assigned.

In the Filter pane, you can narrow the results displayed in the grid by selecting one of the following options.

  • All – all records
  • Unassigned – only unassigned records
  • Assigned – only assigned records

In the table that follows, we discuss each buttons and its respective function.

Button Function
Add a new additional insured record on the Detail tab
Edit the selected record
Copy the selected record
Delete the selected records
Assign the selected records to the policy
Select all records shown in the grid
Remove the selection of all selected records
Close Add/Edit Additional Interests/Insureds

Concept Link IconSee Also