Additional Interest Setup
Use the Additional Interest Setup feature to identify banks, loss payees, mortgage companies, and certificate holders that apply to multiple insureds. For example, GMAC, Toyota Motor Credit Corporation, the county building department, cities, and municipalities. You can also import a list of additional interests or certificate holders using this feature.
Once set up, they appear throughout AMS360 in a list wherever you enter Additional Interest or Certificate Holders.
If an additional interest applies to only one insured, enter it on the policy or the data entry form instead of entering it in Additional Interest Setup. |
Accessing Additional Interest Setup- Open the Administration Center.
- On the Customer/Policy menu, click Additional Interests.
Fields in Additional Interest SetupThe following fields are available.
Type | Select a Type of Additional Interest from the list. In a data entry form, selecting a Type filters the number of names in the list.
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Master Certificate Holder | When selected, the Additional Other Interest appears in the Master Certificate Holder list. | ||
Name | Enter the name as you want it to appear on the data entry forms including capitalization and punctuation. | ||
Contact | Enter the contact information that you want to appear on the data entry forms, including capitalization and punctuation. Example Attn: Loan Servicing | ||
Address | The address that you want to appear on the data entry forms including capitalization and punctuation. | ||
Phone Numbers | The phone numbers that you want to appear on the data entry forms including capitalization and punctuation. | ||
If entered, the email address is available in the Contacts where you can use it to start an email message. |
Importing Additional InterestsYou can import a CSV file of Additional Interests, including Master Certificate Holders using the import feature in Additional Interest Setup. To open the Import Additional Interests data entry form, select File > Import CSV, or click the Import CSV icon on the toolbar. This opens the Import Additional Interests form. For more information on importing a CSV file of Additional Interests, see Import Additional Interests.
What's Next?
Do you want step by step information on setting up Additional Interests? See How to Add, Edit, and Delete Additional Interests. Or to learn about other data entry forms using the interests setup in Additional Interest Setup, see the Policy Additional Interests section in Policy and Contacts.