Question / Issue |
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How do I create and store a list of Certificate or Lienholders, Additional Interests, etc.? |
Answer / Solution |
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To create and store a list of Certificate or Lienholders, Mortgage or Additional Interests and others:
Creating this list will save you time by automatically prefilling this information on ACORD forms such as Binders or other certificates for your insureds.
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From the Policy Summary Screen for your customer select Certificate Holders.
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Click on Add Cert. Holder from the bottom left of the screen.
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Fill out the Certificate Holder's information and then click on Save.
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