Coverage Relationships

From the Coverage Details Screen, click on the Other Button.  Then Scroll Down, if necessary, to see relationships.

Coverage Relationships

Coverage Relationships are all the other people who can be involved with a policy.  Relationships can include any of the following:

•Primary Insureds
•Additional Insureds
•Policy Owner
•Policy Payor
•Group With Names
•Assignees
•Fiduciaries
•Underwriter
•Named Beneficiaries
•Freeform Beneficiaries
•Authorized Person(s)
You get here by scrolling down past the New Biz List

You get here by scrolling down past the New Biz List

Relationships are assigned on the Relations Tab of the Modify Policy or Modify Coverage Screen.

You can navigate to any name that has the blue arrow icon by clicking on it.

See Also

Riders

New Business List

lightbulb_on

Insurance data cannot be edited from mobile devices.

If you do not navigate on a screen for several minutes, the system can time out and force you to log back in.  This is a Security Feature!