Business Insurance

Overview

Actions

Field Descriptions

Availability

Standard
Professional
Enterprise

Overview

Use the Business Insurance module to track policies related to a client’s businesses.

Actions

Follow the instructions below to perform tasks such as creating and editing Business Insurance records.

To…	Then…
Create a Business Insurance record	Access the Business Insurance Create form using one of the following: Click Insurance > Business Insurance > Create Business Insurance from the Navigation menu. Click Clients > View Client on Navigation menu, click the related accuont to view its Business Insurance sub-panel, and then click Create on the Business Insurance Actions dropdown. Complete the Business Insurance Create Form. See Field Descriptions for information about each field. Fields that have an asterisk () are required; you must enter data in the field to save the Business Insurance record. Click Save* to save the record and view its detail page, or click Cancel .
Display a list of business insurances	Click Insurance > View Business Insurance. The Business Insurance List View displays.
Display the details for a Business Insurance record	Click the business insurance in the Business Insurance List View. The Business Insurance Detail View displays.
Edit business insurance information	Access the Business Insurance Edit View by doing one of the following: Click Edit in the Business Insurance Detail View. Click the edit icon (pencil) associated with the Business Insurance record in the Business Insurance List View. Update the information. See Field Descriptions for information about each field. Click Save to update the Business Insurance record.
Suppress one or more Business Insurance records	In the Business Insurance List View, click the Selection box associated with the record(s) you want to suppress. Click Suppress. A confirmation box displays. Click OK. The records are suppressed. You can also suppress a single record by clicking Suppress on the Business Insurance Detail View.
Update information related to multiple business insurance	In the Business Insurance List View, click the Selection box associated with the records you want to update. Click Mass Update in the Actions dropdown. For more information, see Editing and suppressing multiple records.
Duplicate business insurance information	Click Duplicate in the Business Insurances Detail View. Duplication is a convenient way of creating a similar Business Insurance record. You can change and save the information in the duplicate record to create a new record.
Export records	In the Business Insurance List View, click the Selection box associated with the records you want to export. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the Business Information record.

Client

Click the Client to which the Business Insurance record applies on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter.

Owner

Click the Contact who owns this policy on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter.

Business Name*

Enter the name of the covered business. This is a mandatory field; you must enter a business name.

Company

Click the Company that issued the insurance policy on the Companies Popup List View (displays upon clicking the Selection arrow) or the list of Companies matching the character(s) you enter.

Policy Number

Enter the policy number issued by the insurance company.

Policy Type

Click the type of policy.

File

Click Choose File and navigate to and select the file containing a copy of the insurance policy. The file name displays in the Select File box.

Policy Status

Click the current status of this policy.

Issue Date

On the Date Selector click the original issue date of the policy.

Effective Date

Click on the Date Selector the date the policy became effective.

End Date

On the Date Selector click the date the policy ends.

Endorsements

Describe any special endorsements contained in the policy. If you prefer not to enter specific details about this insurance policy in the designated fields, use the endorsements field for a general description of the policy coverage. For example, if you track policy details in a separate system, copy and paste the policy info here

Assigned to

By default, the record is assigned to the creator of the Business Insurance record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Description

Enter additional information about the policy.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Business Insurance record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field; you must assign a Team.

Policy Details section

Deductible	Enter the policy deductible.
Coinsurance	Enter the coinsurance percent.
Property	Describe the property covered by the policy.
Covered Locations	Describe the locations covered by this policy.
Buildings	Describe any buildings covered by the policy.
Employee Dishonesty	Describe the policy’s coverage for employee dishonesty.
Exterior Signs	Describe any signage covered by the policy.
Equipment	Describe any equipment covered by the policy.
Loss of Income / Rents	Describe any loss of income and/or rents covered by the policy.
Personal Property On Premises	Describe any personal property on the premises covered by the policy.
Liability Bodily Injury	Describe the policy’s liability coverage for bodily injury.
Personal Property Off Premises	Describe any personal property off the premises covered by the policy.
Liability Completed Operations	Describe the policy’s liability coverage for completed operations.
Personal Property of Others	Describe any personal property of others covered by the policy.
Liability Independent Contractors	Describe the policy’s liability coverage for independent contractors.
Money On Premises	Describe the policy’s coverage of money on the premises.
Liability Fire Legal	Describe the policy’s liability coverage for fire and legal.
Money Off Premises	Describe the policy’s coverage of money off the premises.
Medical Payments	Describe the policy’s coverage for medical payments.

Premium section

Premium Frequency	Click how often a premium is due on this policy.
Premium Due Date	Click the Date Selector the next premium due date.
Premium	Enter the premium amount.

Agent section

Agent Name	Enter the insurance agent’s full name.
Agent Phone	Enter the insurance agent’s primary phone number.
Agent Fax	Enter the insurance agent’s primary fax number.
Agent Email	Enter the insurance agent’s primary email address.

Business Insurance

Overview

Actions

Field Descriptions

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