Locations/Named Insureds

A single insured's account can have multiple insurable locations associated or multiple Named Insureds that can be entered when issuing certificates. This is managed within the Locations section of insured detail. To identify when a location or named insured was last updated and by whom, see the Last Updated By field on its detail page.

Note: In order for these locations to populate the Insured contact information on a certificate, you must have the Multiple Named Insureds feature activated; otherwise this is simply a list of insured locations.

To access this area:

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. Enter at least one character in the Location Number, Description, Address, or State/Province field.
      2. Optionally narrow results by Line of Business, Status, or Type.
      3. Filter the results by Locations, Named Insured, or All.
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. In the navigation panel, click Account Detail > Locations/Named Insureds.

Add a Location/Named Insureds

1. Click the Add button.
2. Enter a Location Number and Building Number.
3. Select the Named Insured checkbox if you are adding a named insured. Selecting this checkbox ensures that it will be listed when issuing, reissuing, or reprinting a certificate. If you do not select the checkbox, the item will display in Location lists.
4. If applicable, enter the Date Off (the date on which this location or Named Insured is no longer covered or should no longer be used on certificates). On this date, the location/NI will become inactive.
5. Enter a Description.
6. Enter address information in the Address, City, State/Province, Zip/Postal Code, County, and Country fields.
7. The Tax Code, Occupant, and Insured Location Code fields are optional and for reference only; they do not print on certificates.
8. In the Policy Number(s) list, select the policy or policies that apply to this location/NI. Press [Ctrl] while clicking to select multiple policies or [Shift] to select a range of policies.
9. Enter the Federal Employer ID Number (FEIN) if known/applicable.
10. Click Save to add the location/NI or Cancel to discard your changes.

Add a Sub-Location

Sub-locations are enabled only if your brokerage has activated the Multiple Named Insureds feature.

1. To filter the list of Locations/Named Insureds, click the Search arrow to expand the Search frame, and do the following:
1. Enter a Location Number, Description, Address or State/Province.
2. Select a Status type: All, Active, or Inactive. Active is the default setting.
3. Select a Location/Named Insureds? type: All, Locations, or Named Insured.
2. Click Find or press [Enter]. Click Clear Filter to remove all filters.
3. Click any of the information listed for the location.
4. Click Edit.
5. A popup window displays asking if you wish to edit the location or add a sub-location. Click Add Sub-Location.
6. The Add Sub-Location for [Insured] screen displays. Fill out the Bldg/Sub Location #, Description, and Occupant fields.
7. Click Save to add the sub-location or Cancel to discard your changes.

Edit a Location/Named Insured

1. To filter the list of Locations/Named Insureds, click the Search arrow to expand the Search frame, and do the following:
1. Enter a Location Number, Description, Address or State/Province.
2. Select a Status type: All, Active, or Inactive. Active is the default setting.
3. Select a Location/Named Insureds? type: All, Locations, or Named Insured.
2. Click Find or press [Enter]. Click Clear Filter to remove all filters.
3. Click any of the information listed for the location.
4. Click Edit.
5. A popup window displays asking if you wish to edit the location or add a sub-location. Click Edit Location.
6. Make any necessary changes to the location detail. See the instructions under Add a Location/Named Insured for more information.
7. Click Save to apply your changes or Cancel to discard them.
8. Once you edit the location or named insured, your name displays in the Last Updated By field, along with the date and time on which you made the update.

Delete a Location/Named Insured

Note: An insured's primary location cannot be deleted.

1. To filter the list of Locations/Named Insureds, click the Search arrow to expand the Search frame, and do the following:
1. Enter a Location Number, Description, Address or State/Province.
2. Select a Status type: All, Active, or Inactive. Active is the default setting.
3. Select a Location/Named Insureds? type: All, Locations, or Named Insured.
2. Click Find or press [Enter]. Click Clear Filter to remove all filters.
3. Click any of the information listed for the location.
4. A pop-up window displays to verify that you wish to edit the location or add a sub-location. Click Edit.
5. Click the Delete button. You are prompted, "Are you sure you want to delete?" Click OK.

Export Locations/Named Insureds

To make the updating of multiple locations and/or named insureds faster and easier, you can export that data to an external Microsoft Excel or tab delimited text file, make updates to the information as necessary, and then import the updated information into the system.

1. Click Export on the options bar.
2. Specify whether you want to export Locations, Named Insureds, or All records.
3. Click Export on the options bar again.
4. Open or Save the resulting file.

Import Locations/Named Insureds

If you have location data saved in an external Excel or tab delimited text file, you can use the import feature to automatically create the locations in your system. The Import Locations feature must be enabled for your organization.

The file must contain the following columns, in this exact order.

You have the option of downloading an import template that you can fill out. (See instructions below.)

To import locations:

1. Click the Import button at the top of the list.
2. If you wish to download a template, click the Help button, click the appropriate link, and fill out and save the template.
3. Click the Browse button to locate the appropriate file.
4. Click Import.
5. Once the import is complete, the number of records added and updated displays on the screen.