Button, Field/ Column

What is this?

Select All Customers

Click to check the box in the Selectcolumn for all customers in the list.

Select

Check this box if you want the sub-customer to be included in the coverage on this policy.

If the sub-customer:

1. Is assigned premium from the Split Premium link in the Transaction Premium / Billing>Transaction Premiums and/or the Transaction Fees, Taxes, Finance, & Down Payments sections in the Policy data entry form, you cannot remove the Selectcheckmark.

2. Is added to the Commercial Supplemental Names section as an Additional Named Insured, you cannot remove the Select checkmark.

To remove the checkmark go to the Transaction Premiums / Billing sections, open the Split Premium links and remove the premium/non-premium, and/or delete the sub-customer from the Commercial Supplemental Namesgrid. The sub-customer is automatically de-selected from the Get Sub-customerdata entry form.

Customer

The firm or last name entered in customer information.

DBA

The Doing Business As name entered in customer information.

Address

The address entered in customer information.

Active

A check indicates that the sub-customer is active on this policy.

Add as Additional Named Insured

A check indicates that the sub-customer is also listed in the Commercial Supplemental Names grid on the policy.

The first time this box is checked and you click OK on the data entry form, the checked names are added to the Commercial Supplemental Names grid on the policy.

Once the names have been added to Commercial Supplemental Names section grid, you cannot uncheck any of the check boxes. You can delete the sub-customer directly from the Commercial Supplemental Names grid if they no longer are active on the policy.