Creating and accessing a Lienholder or Loss Payee list:

To create a Lienholder/Loss Payee list:

1. Go to the Edit menu and select Lienholder.
2. A Lienholder/Loss Payee Information box will appear.
3. To add a Lienholder, click on the New button.
4. Enter the name, address, etc for the Lienholder/Loss Payee.
5. Click on OK to save and exit the screen.
6. Click on New for each Lienholder/Loss Payee you would like to enter.
7. Click on Done to exit this screen.

Program areas to access the Lienholder or Loss Payee list:

• On the Vehicles (F5) tab on the Additional Information tab, under Loss Payee Information section:

1. Select the Loss Payee Type (Loan or Lease).
2. Tab to the Name field press CTRL + L to bring up the Lienholder Information box.
3. Search for the Lienholder and either left double click on the name or left click to highlight the name and then click on the Select button.
4. The Lienholder name and information will the prefill the entry fields.

• On the company's application (click on the Application button on the quote Breakdown screen):

1. Go to the Vehicle Information section to Lien Holder 1 (or whatever vehicle has a Lienholder/Loss Payee).
2. Select the Loss Payee Type (Loan or Lease).
3. Tab to the Name field press CTRL + L to bring up the Lienholder Information box.
4. Search for the Lienholder and either left double click on the name or left click to highlight the name and then click on the Select button.
5. The Lienholder name and information will the prefill the entry fields.

• On the Binder (from the quote Breakdown screen, click on the Forms menu and select Binder):

1. Go to the Vehicle Information section to Lien Holder 1 (or whatever vehicle has a Lienholder/Loss Payee).
2. Select the Loss Payee Type (Loan or Lease).
3. Tab to the Name field press CTRL + L to bring up the Lienholder Information box.
4. Search for the Lienholder and either left double click on the name or left click to highlight the name and then click on the Select button.
5. The Lienholder/Loss Payee name and information will the prefill the entry fields.