From the View Policy With Coverages Screen, click on the Add Action Button and then the Relations Tab. If the  coverage already exists, highlight the coverage, click on the Modify Action Button and click on the Relations Tab.

Coverage Relations Overview

A relation is an individual or organization that is "related" to the coverage.

The various relations are:

•Policy Owner

•Primary Insured

•Policy Payor

•Secondary (Additional) Insured

•Primary Beneficiary

•Contingent Beneficiaries

•Underwriter

Insureds Section

Insured

Add secondary or additional insureds by clicking on the buttons below the list.

Add From Group or Add From Household

Clicking on this button gives you the list of names of the members of the Owner's Household or the Organization's Group.  It will be a shorter list, but is only available if you have set up the households or groups section.

Effective Date

This is the effective date of this insured's coverage.  The date defaults to the effective date of the base coverage, but you can change it by clicking in the field.

Issue Age

Advisors Assistant calculates an age based on the date of birth of the insured and the effective date shown.  If you change the effective date, be sure to change the age by clicking in the field.

Type (Of Insured)

Click on the field to drop down the list.  The choices are Primary Insured and Secondary Insured.  There can be several secondary insureds, but only ONE primary insured.

Examples

Secondary Insured

Primary Insured

Underwriter Section

Click on the drop down list to select the name of the underwriter.  This is useful for the times you may call an underwriter and you can use the selection report screen to get a list of all of the pending policies for that particular underwriter. The underwriter's name must be in your Advisors Assistant database to use this feature.

Beneficiary Section

Beneficiaries can be entered into Advisors Assistant by designating a name in Advisors Assistant or by entering the designation in a freeform manner.  The advantage of pointing to a database name is that the address and other pieces of information for that name is then available and can later be put on forms if needed.

Beneficiary

Click on the Add or Add From Group Button to add a beneficiary's name from your Advisors Assistant database.  Add From Group or Add From Household will show you a list of the Owner's group or household  names if it is set up.

Freeform Beneficiary

This entry is designed for entering complex beneficiary designation, usually drawn up by attorneys!  It is not designed for names which are in your database.

See Also

Add/Modify Coverage Details

Add/Modify Master Coverage Plan

Policies and Coverages Model