Once a policy has been associated to the claim, the Policy Information widget provides access to the policy information and policy participants.
The widget displays the following
|
Policy No |
Displays the number of the associated policy. |
|
Assured |
Displays the assured company or individual. |
|
Distributor |
Displays the distributor company. |
|
Insurer |
Displays the primary insuring company. |
Click the Policy No link to open the Policy Information window.
The Policy Transaction Information panel lists the details of the transaction. Click the Policy Number link to open the full policy workflow in a new tab or window (depending on your browser settings). Click the Insuring Conditions link to view the conditions for this transaction.
The Limits panel lists the limits associated to the different coverage types.
The Deductibles panel lists the deductibles associated to the different coverage types.
Click Close to close the window.
Click a link for Assured, Distributor, or Insurer to view the details. The Policy Participant window opens.
The Policy Participant panel displays the information for the company or individual. The majority of this information comes directly from the policy, and cannot be changed. Some additional information can be provided.
|
GeneralField1/GeneralField2 |
These fields can be used to store any additional information related to the participant. The labels may have been customized to identify the information. This information is saved separately from the claim and will be persisted if this participant is attached to more than one claim. |
|
Payment Method |
Select the preferred payment method for this participant. This information is saved separately from the claim and will be persisted if this participant is attached to more than one claim. |
|
Reference No. |
Enter a code to identify the payee. |
|
Name |
Enter the payee name. |
|
Address and contact information |
Enter the full address, phone and fax numbers, and email address for the payee. |
|
Payment Method |
Select a payment method. |
|
Currency |
Select a currency for transactions to this payee. |
|
General Fields |
These fields can be used to enter any additional information related to the payee. |
|
Account No. |
Enter the bank account number for transactions with this party. |
|
Routing No. |
Enter the routing number identifying the bank. |
|
Name |
Enter the name of the bank. |
|
Address information |
Enter the full address of the bank. |
|
General Fields |
These fields can be used to enter any additional information related to the bank. |
|
Created By |
Identifies the date and time the party was created, and the user who created it. |
|
Last Modified By |
Identifies the last date and time the party was changed, and the user who made the changes. |
Click Save & Close to save the changes and close the window or click Close to close the window without saving.