Additional Interests

Both Personal and Commercial lines policies can have addition intersts. Information entered for an Interest is done in the same manner across policies.

Click New (or Edit) and enter the following information in the Additional Interests section. Enter individuals or entities who have an insurable interest in this policy. You can add as many Additional Interests (AI) as needed. When finished, click Add (or Update). The updated information appears in the Additional Interests grid. To add multiple entries, repeat this procedure.

To copy holders to a policy as an additional interest, click Copy Multiple Holders.

The available fields vary depending on the type of line of business.

Filter	Use these selections to find Additional Interest data that has already been entered in the Additional Interest Setup. Type: Select the term that best describes the nature of the insurable interest in the policy item. Selections in this list are maintained in List Setup. Name: The names that are available on this list depend on the type you just selected. Once you have selected a name, click the Refresh icon to automatically enter contact information in the following fields.
Type	Select the term that best describes the nature of the insurable interest in the policy item. Selections in this list are maintained in List Setup.
Name	Type the information or choose an interest from the list. Names are added to this list through Additional Interest Setup. Type the name exactly as the interest requires it to appear on the Evidence of Property, Binder, Certificate, or other forms.
Contact	If the interest is a business, type the name of the contact.
Address, City, State, Zip	Enter the information as you want it to appear on forms and correspondence, including capitalization and punctuation.
Phone Numbers and Email	Phone/Ext: Type the interest's telephone number and extension.
	Fax/Ext: Type the interest's fax number and extension.
	Email: Type the interest's email address.
Write Additional Interest to Setup	Select this check box to save the contact information to the Additional Interest Setup. Once you click Save, this Additional Interest can be selected from the Filter lists for any Line of Business.
Interest	Rank: Use to indicate the position the interest bears in the exposure. Use a numeric value in this field. Example: First mortgagee = 1, second mortgagee = 2.
Interest	Payor: Select this check box if the interest is responsible for paying the premium. This causes the interest name and address to flow to the Bill To section of the Create Invoice form. It also marks the appropriate Payor check box on the application.
Certificate	Required/Date: If this interest requires a certificate of insurance, select this option. If applicable, enter the date the certificate is required or choose it from the date picker.
Certificate	Issued/Date: If this interest requires a certificate of insurance and it has been issued, select this option. If applicable, type the date the certificate was issued or choose it from the date picker.
Policy	Required/Date: If this interest requires a copy of the policy, select this option. If applicable, enter the date the policy is required or choose it from the date picker.
Policy	Issued/Date: If this interest requires a copy of the policy, and it has already been provided, select this option. If applicable, type the date the policy was issued or choose it from the date picker.
Loan Information	Reference/Loan #: Type any reference information or loan number for the interest.
Loan Information	Final Payment: If available, select the date the final payment on the obligation is due.
Interest in Item	Loc #: Select the location from the list. The information in the list pulls from the Location information entered in the Agricultural Property Information section of the Policy form.
	Bldg #: Select the building from the list. The information in the list pulls from the Location information entered in the Agricultural Property Information section of the Policy form.
	Other: If the additional interest applies to something other than a location or building enter the information.
	Item Description: If the "AI" has an interest in an exposure in the policy, rather than the entire policy, type a description of the item.
Item	Description: If the "AI" has an interest in an exposure in the policy, rather than the entire policy, type a description of the item.
Item	Interest in Item Number: Use for other than locations, buildings, vehicles, boats, or scheduled items.
Desc of Operations/Special Conditions	Complete the following fields for Additional Interests requiring Certificates of Insurance or Evidence of Commercial Property Insurance. Text: Choose from saved text stored under Text Setup. You must have proper authorization to access Text Setup. Insert/Append: Insert appears when no text exists in field. Use Append to add selected text to end of an existing description. Replace: Selected text will replace existing text in field. Text Setup: Opens the Text Setup dialog box. Link only appears if you have proper authorization.
Additional Information	Job Type: Type the job type for the customer. For example, remodel, demolition, painting, etc.
	Job #: Type a State assigned Job #.
	Project End Date: Estimated date the job will complete.
	Licensed: Select this check box if customer is licensed.
	Bonded: Select this check box if customer is bonded.
Written Notice	Type the number of days notice which must be given to the Certificate Holder should the policy cancel.
Options	Method of Distribution: Select Email, Fax, or Print from the list.
	X over "endeavor to": Select to cross out ENDEAVOR TO from the Certificate Cancellation wording on the Certificate of Insurance. See example.
	X over "But failure...through rep": Select to cross out BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, IT'S AGENTS OR REPRESENTATIVES from the Certificate Cancellation wording on the Certificate of Insurance. See example.
	X over "Workers comp and...": Select to cross out WORKERS COMPENSATION AND from the Certificate Workers Compensation Section wording on the Certificate of Insurance. See example.