Insured Profile and Policies

 

This is the insured profile page (Figure 7).

 

Figure 7

 

 

Information shows the tabs below

Details tab is the page shown above.  It has some basic details about your insured.  This screen is view only.

Additional Contacts tab are contacts for this insured your MGA has on file.

Documents tab are insured level documents.  Could be documents like inspections, recommendations, location schedules, etc...  Anything your MGA attached the insured as opposed to directly on the policy.  Of course these are published documents only.  If you are not seeing a document you expect see your site administrator.

 

In Process shows submissions being worked on, some details about the submission, their documents and their status.

 

Policies shows all insured policies, some details, and their documents.