PoliciesPolicies\PoliciesPolicies\Add PoliciesAdd Policies\Bind Insured Person(s) with Agent
Bind Insured Person(s) with Agent

 

 

To bind an insured person with an agent, you need to go through the following steps:

 

§  The Insured Account Number will be automatically displayed by the system according to your previous insured selection;

§  Select the Insured Profession from the available drop-down list;

§  Enter in the Insured Address details;

§  Select the Agent Type from the predefined drop-down list ;

§  Select the Agent  name you want to bind with the selected insured person;

§  Click  to save your work.

 

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