Insured Management

Insured Management

The Insured Management section of the AMS (Agency Management System) Wiki provides comprehensive guidance on managing insured entities within the system. Insured entities can be individuals or businesses that hold policies through the brokerage. This guide covers adding, updating, and managing these entities effectively.

Overview

Managing insured entities is central to the operation of any insurance brokerage. The AMS streamlines these tasks, ensuring that brokers and administrators can easily access and modify insured information, track associated policies, and manage related documents and transactions.

Adding a New Insured

1. Navigate to the Insured Doctype: From the dashboard, select the "Insured" option under the Core Functionalities section.

2. Create New Insured: Click on the "New" button to open the Insured creation form.

3. Fill in Details:

   • Name: Enter the full legal name of the individual or business.

   • Contact Details: Include email, phone number, and address.

   • Business Information (if applicable): Business type, FEIN, and industry sector.

4. Save and Submit: Once all information is entered, review for accuracy, then click "Save" and "Submit" to create the insured record.

Updating Insured Information

1. Search for Insured: Use the search function to find an existing insured entity by name or ID.

2. Edit Details: Click on the insured record to view details, then select "Edit" to make changes.

3. Update Fields: Modify any necessary information, such as contact details or business information.

4. Review and Save: After making changes, review the information for accuracy, then click "Save" to update the record.

Managing Insured-Related Documents

1. Access Documents: Within an insured's record, navigate to the "Documents" tab to view associated documents.

2. Upload New Document: Click "Upload" to add new documents, such as identification or business certificates.

3. Document Management: View, download, or delete documents as needed, ensuring all relevant documentation is up-to-date.

Viewing and Managing Policies

1. View Policies: From an insured's record, access the "Policies" tab to see a list of all policies linked to the insured.

2. Policy Details: Click on a policy to view detailed information, including coverage, premiums, and status.

3. Adding Policies: To link a new policy to the insured, navigate to the Policy Doctype and create a new policy, selecting the current insured as the policyholder.

Tips for Effective Insured Management

• Regular Audits: Periodically review insured records for accuracy and completeness, especially before policy renewals.

• Consistent Data Entry: Ensure that all information is entered consistently to avoid discrepancies and improve data integrity.

• Leverage Custom Fields: Utilize custom fields to capture unique information relevant to specific insured or policy types.

Support and Resources

For additional assistance with insured management or to request new features, contact the system administrator or visit the Support and Resources section of this wiki. Community forums and technical support contacts are available for more complex inquiries or issues.