From the View Policy With Coverages Screen, double click on a coverage and click on the Riders Tab.

View Coverage With Riders Overview

This screen shows a list of the Riders associated with the coverage.  The upper left of the screen is policy level information.  The upper right half of the screen is information about the coverage being viewed.

You can do the following by just clicking on different areas of this screen:

•Double click on any of the riders in the list to drill down to more detail about that rider.  This will open the Modify Rider Screen.

•Add, Modify, or Delete the item in the list highlighted by clicking once in the list (to highlight it) and then clicking on the Add, Modify, or Delete Action Button near the center left of the screen.

•You can also edit policy information by clicking anyplace on the top left quarter of the screen.

•Click on different perspectives in the center of the screen to filter the list by that perspective.  Riders only have one perspective.

•Sort the list by clicking at the top of any of the columns in the list.

•Change the width of any column on the list by dragging the column border in the title to the desired width.  Advisors Assistant will remember the column size for each user.

•See other views by clicking on the tabs at the bottom.

•Return to the View Client Screen by clicking on the Client tab at the bottom left.

•Return to the View Policy Screen by clicking on the Policy tab at the bottom left.

•Add a coverage to the Policy by clicking on the at the top of the screen.

Adding and Modifying Riders

•To Add a new Rider, click on the Add Action Button in the middle of the screen. The Add  Rider Screen will open. You can also right click in the list or the open area below the list.

•To Modify an existing Rider, highlight the Rider in the list and click on the Modify Action Button in the middle of the screen.  You can also right click on the Rider in the list.

•More details about Adding and Modifying Riders is available in the Add/Modify Riders Help.

See Also

Add/Modify Rider