Additional Interest Setup – Master List
Overview:
Your additional interest database is a master list of everyone that will need paperwork about your policies other than the insured and company. This is a master list, so that you can enter "GMAC" once, and not once for each of the thousand vehicles they have a lien on.
Process:Your additional interest database is a master list of everyone that will need paperwork about your policies other than the insured and company. This is a master list, so that you can enter "GMAC" once, and not once for each of the thousand vehicles they have a lien on.
To enter additional interests in Agency Systems:
- Select Profiles
- Choose Additional Interests.
- Select Add to create a new profile. NOTE: the system will auto number the AI.
- Type in the name of the additional interest.
- The alpha code will default.
- Enter the contact for the additional interest.
- Enter the address for the additional interest. There are a possible 6 address lines that will print on the certificate. NOTE: Only the name, contact, first two address lines, city, state and zip will print on any DNOC forms.
- Enter the phone number, fax number and email address.
- Details Tab:
- Select if the additional interest is one or more of the following:
- Additional Interest
- Certificate Holder
- Lien Holder
- Select if the Certificate Holder is an Additional Insured.
- Enter the Company if applicable.
- Select "Strike to Endeavor to" if you wish to strike the clause from the certificate.
- Enter the number of days till cancellation.
- Enter the Description of Operations for the certificate.
- Select if the additional interest is one or more of the following:
- Select Save from the tool bar to save the Additional Interest.
