Policy Information Management

 Client/Policy Summary Screen – Other Policies

InsurancePro creates individual entries to store information about EACH policy, i.e., individual entries are created for each policy, rather than each client. This means that if a client has both Auto and Home Owner policy, then there will be two separate entries in InsurancePro for the same client, one for his Auto policy, and one for his Home Owner policy. The advantage of storing information this way is that the payment history, notes, ACORD forms, and other information about the two policies are separate from each other. However, there is a link between the two policies in InsurancePro, as they belong to the same client. Similarly, policies in different status will also have duplicate entries. For example, a client might have an older policy that has expired, and a current one which is active. InsurancePro will have two entries, one for the old policy in the expired section, and one for the current one in the renewed section.

Even though InsurancePro saves a separate record for each policy, it provides a way to link policies belonging to the same customers, so that you can access the information quickly and easily when you need to. If a client has more than one policies, they will all be listed in the "Other Policies" section. You can choose the policy you want and click on "Open Policy". This will display the information, including notes, payment history, emails and other information about the selected policy.

Most of the time, when you write a new policy for the same client, most of the information, like name, address, etc, remains the same. You can also use the "Other Policy" option to make entries for new policies for the same client by duplicating information. InsurancePro automatically creates a duplicate entry for the policy, and displays the detailed screen where you can change the information as required.

Creating link between policies:

InsurancePro automatically creates the link between policies in the following cases:

• When you Renew a policy, a new entry is created, but it is linked to the original policy that was renewed.
   

• When you choose the option to "Create a New policy by Duplicating Information", a link is created to the original policy.

You can also manually create a link or association between policies if you need to by clicking on "Associate an existing policy with this Client". Then choose the policy which needs to be associated with this client. Click "OK" to create the association. Once you have linked two policies, the other policy will always show up in the other section of either policy.