You can add or edit additional interest information for a policy on the Addl Interests tab on the Policy Data tab.
The Add/Edit Additional Interests/Insureds dialog box is used to manage additional interests. You can add, edit, delete, and assign interests for a policy as needed.
Interests 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 |
|
Cancel the selection of all selected records |
|
Close Add/Edit Additional Interests/Insureds |
See Also