Umbrella Insurance

Umbrella Insurance

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Umbrella Insurance module to track a client’s Umbrella Insurance policies.

Actions

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

To…

Then…

Create a Umbrella Insurance record

  1. Access the Umbrella Insurance Create form using one of the following:
    • Click Insurance > Umbrella Insurance > Create Umbrella Insurance from the Navigation menu.
    • Click Create New on the Umbrella Insurance List View.
  2. Complete the Umbrella 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 Umbrella Insurance records

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

Display the details for a Umbrella Insurance record

Click the name in the Umbrella Insurance List View.
The Umbrella Insurance Detail View displays.

Edit Umbrella Insurance record information

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

Suppress one or more records

  1. In the Umbrella 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 record by clicking Suppress on the Umbrella Insurance Detail View.

Update information related to multiple Umbrella Insurance

  1. In the Umbrella 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 umbrella insurance information

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

Export records

  1. In the Umbrella 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 Umbrella 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.

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.

This is a mandatory field; you must attach a copy of the insurance policy.

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 to choose 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 Umbrella 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 Umbrella 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 Limit

Enter the limits of the policy.

Deductible

Enter the policy deductible.

Individual Deductible

Enter the individual deductible.

Home Comprehensive

Describe home comprehensive coverage of the policy.

Auto Property Damage

Describe coverage of the policy for auto property damage.

Auto UM

Describe the policy's coverage for uninsured motorists.

Auto Bodily Injury

Describe the policy's coverage for auto bodily injury.

Auto Bodily Injury Per Accident

Describe the policy's coverage for auto bodily injury per accident.

Premium section

Premium Frequency

Click how often a premium is due on this policy.

Premium

Enter the premium amount.

Premium Due Date

Click the Date Selector the next premium due date.

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.

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