Homeowners Insurance

Homeowners Insurance

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Homeowners Insurance module to track a client's homeowners insurance policies.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Homeowners Insurance records.

To…

Then…

Create a Homeowner Insurance record

  1. Access the Homeowners Insurance Create form using one of the following:
    • Click Insurance > Homeowners Insurance > Create Homeowners Insurance from the Navigation menu.
    • Click Create New on the Homeowners Insurance List View.
  2. Complete the Homeowners 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 record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Homeowners Insurance records

Click Insurance > Homeowners Insurance > View Homeowners Insurance.
The Homeowners Insurance List View displays.

Display the details for a Homeowners Insurance record

Click the homeowners insurance name in the Homeowners Insurance List View.
The Homeowners Insurance Detail View displays.

Edit homeowners insurance information

  1. Access the Homeowners Insurance Edit View by doing one of the following:
    • Click Edit in the Homeowners Insurance Detail View.
    • Click the edit icon (pencil) associated with the Homeowners Insurance record in the Homeowners Insurance List View.
  2. Update the homeowner insurance information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Homeowners Insurance records

  1. In the Homeowners Insurance List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Homeowners Insurance record by clicking Suppress on the Homeowners Insurance Detail View.

Update information related to multiple Homeowners Insurance records

  1. In the Homeowners Insurance List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate homeowner insurance information

Click Duplicate in the Homeowners Insurance Detail View. Duplication is a convenient way of creating a similar Homeowners Insurance record. You can change and save the information in the duplicate record to create a new record.

Export records

  1. In the Homeowners Insurance List View, click the Selection box associated with the records you want to export.
  2. 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 record.

Client

Click the Client to which the Homeowners 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.

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

Click on the Date Selector the date the policy was originally issued.

Effective Date

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

End Date

Click on the Date Selector 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 Homeowners 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 Homeowners 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

Policy Form

Enter the policy form.

Deductible

Enter the policy deductible.

Property

Enter the address of the property covered by this policy.

Year Built

Enter the year the covered property was built.

Dwelling Style

Click the dwelling's architectural style.

Dwelling Construction

Click the dwelling's construction style.

Dwelling Type

Click the dwelling type.

Loss of Use

Enter the amount of coverage for the Loss of Use if the homeowner's policy includes coverage of the insured person's expenses incurred when the insured property is out of service.

Dwelling Value

Enter the value of the residence.

Personal Liability

Describe the policy's coverage of personal liability.

Dwelling Source of Value

Enter the source of the dwelling's value.

Medical Payments

Describe the policy's coverage of medical payments.

Dwelling 80 Percent

Enter the 80 percent.

Inflation Guard

Describe the policy's inflation guard.

Dwelling Replacement

Click the checkbox if the policy covers dwelling replacement.

Extended Theft

Describe the policy's coverage of extended theft provisions.

Other Structures

Describe the policy's coverage of other structures.

Living Area

Describe the policy's coverage of living area.

Contents Replacement

Click the checkbox if the policy covers replacement of contents.

Personal Property

Describe the policy's coverage of personal property.

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 Email

Enter the insurance agent’s primary email address.

Agent Fax

Enter the insurance agent’s primary fax number.

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