Named insured

1. At the Asset Management main menu, select Insurance | Insurance Policies. The Insurance Policies display screen appears.
2. Right-click on the policy and select Change. The Edit Insurance Policy Details display screen appears.
3. Click Named Insured . The Edit Named Insured change screen appears.
4. Make any changes required.
5. Click Enter to save the changes.
6. Click Add . The Edit Named Insured add screen appears.
7. Fill in the fields as required.

   Effective Dateis the date the customer or company became an owner of the policy.

   Cancel Dateis the date the customer or company ended their participation in the policy, if applicable.

   Customeris the customer who shares ownership in the policy. If the customer suffix of '000' is applied to a named insured, then all suffixes for that customer will be covered by the policy as though they were individually specified as named insured. If only a specific list of customer suffixes are to be named insured on the policy, they must be entered or selected individually. Only one of Customer or Company Code may be entered on a policy; if customer is chosen, as many customers as necessary may be entered. You can right-click in the field and select Prompt to select the customers from a list.

   Company Codeidentifies the company that shares ownership in the policy. Only one of Customer or Company Code may be entered on a policy; if company is chosen, as many companies as necessary may be entered. You can right-click in the field and select Prompt to select the company from a list.

8. Click Enter to save the new named insured.

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