Additional Interest Setup

Use Additional Interest Setup 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 throughoutAMS360in a list wherever you enterAdditional InterestorCertificate 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

Fields in Additional Interest Setup

Field	What is this?
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. For more information on addingTypes see List Setup.
Master Certificate Holder	When checked, 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 City State Zip	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.
Email	If entered, the email address is available in the Contacts where you can use it to start an email message.

Importing Additional Interests

You 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, click File>Import CSV, or click the Import CSV icon on the tool bar. This opens the Import Additional Interests form. For more information on importing a CSV file of Additional Interests see the Import Additional Interests topic.

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 of the Policy and Contacts topics.

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