Edit Client Detail

In Client Detail, you can add and manage a wide range of client account information. It is a good habit to review an existing client's detail every time you communicate with them to ensure that their information is up-to-date — this article will assist you in editing that information. Any changes you make are automatically saved when you close the account; the system records your username and the timestamp so others can see who last edited the account. If you need to add a new client, see Add a Client.

1. Access the Accounts area and locate the client in question.
   1. To access Accounts from the Home screen, do one of the following:

   1. • Click Accounts on the navigation panel.

      • Click Areas > Accounts on the menubar.

      • Click the down arrow next to Home on the options bar and select Accounts.

      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.

   • Click the down arrow next to Home on the options bar and select Accounts.

   • Click Locate on the options bar.

   2. Select Client in the Locate Account dropdown menu of the Account Locate screen.
   3. In the Locate by dropdown menu, select the appropriate option.
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   4. Select the suitable checkbox or checkboxes to the right.
      • Insureds
      • Prospects
      • Active
      • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and click Locate or press [Enter].
   6. The list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
2. Highlight the client in the Results list and then do one of the following:
   • Click the Edit button to the left of the list.
   • Click File > Open on the menubar.
   • Click Account Detail on the navigation panel.
   • Double click the client.
   • Press [Ctrl]+O.
   • Press [Enter].
3. The Client Detail screen displays. The Account section indicates the Type of account (Insured or Prospect) and the account Balance.
   
   From the Account section, you can do the following:

1. Revise the Account name, Lookup code, and Account source if necessary.

2. Ensure that the checkbox is selected for each Type of business that applies to this client's account.

3. Select the Do not Purge checkbox. The Do not purge checkbox indicates whether attachments for this account are exempt from the Attachment Purge utility. When this checkbox is selected, the account’s attachments are excluded from the purge even if they meet the purge criteria.

4. The Client Detail screen contains five tabs:

   • Account

     The Account tab contains the following sections:

     • Address
       1. To change the address, click in the large field in the Address/Phone Number section. Enter the Street, City, State/Province, and County (if applicable) in the highlighted fields that display.
       2. Enter the ZIP/Postal code, or click the lookup button to look up the code.
          1. Make a selection from the Search where dropdown to indicate your preferred search method.
             • If you selected ZIP Code/Postal Code or City:
             • 1. From the second dropdown, select Begins with or Contains.
               2. Enter at least one character of the desired zip code or city and click Locate or press [Enter]. If more than 500 results are found, you must enter more than one character.
             • If you selected State Code or Province Code, the second dropdown defaults to Equals and cannot be changed. Enter the two-character abbreviation for the state/province and click Find or press [Enter].
          2. Click to highlight the appropriate zip code in the list and click OK or press [Enter].

       3. Optionally enter a Description for the address, or select a new Description from the dropdown menu.

       Note: Typing a description might not be an option, depending on how your organization has set up address descriptions. See Contact Description Configuration for more information.

       4. Enter a Site ID if applicable.
          
          Note: Site IDs allow you to enter specific address location numbers for clients’ properties. This user-defined number is available throughout the system for servicing, billing, and reporting purposes.
       5. If necessary, click the Apply Address to Other Items button to push the currently displayed address to other contacts, policy lines, and/or associated transactions. Make sure you review the address carefully before proceeding, as it will copy to other areas exactly as it displays here. Toggling the Use account's address checkbox or changing anything in the address itself cause the Apply Address to Other Items popup to display, because updating either one resets the contact's address.

          The Apply Address to Other Items pop-up window displays. Perform the following steps:

          1. Select any contacts to whom you want to apply the address, or click the Select All link label to apply the address to all contacts listed. Only contacts who do not have the Use account’s address checkbox selected display in the list. Click Next to continue.
          2. Select any policies to which you want to apply the address, or click the Select All link label to apply the address to all policies listed. Click Next to continue.
          3. You can apply the address to both open and future items:
          • The Open and future transactions on client contracts and Open and future transactions at the account level checkboxes are selected by default. Deselect them if you do not want to apply the address to these items.
          • If you selected any policies in the previous step, the Open and future transactions associated to selected policies checkbox defaults selected. Deselect it if necessary.
          4. Do one of the following:
          • Click Cancel to exit the workflow and close the pop-up window without making any changes.
          • Click Previous to change your selections in a previous step. Your current selections are retained.
          • When you are sure that you are ready to apply the address change to the options you have selected, click Finish. The Apply Address Update pop-up window displays a progress bar, with options to Minimize or Cancel. However, Applied does not recommend clicking Cancel, as it may not undo an address change in progress, and there is no way to audit which parts of the action have been completed.

          Once the address updates are complete, an Address Change Results spreadsheet that documents the changes made is added to the account’s Attachments list. The spreadsheet contains separate worksheets for updated contacts, lines, and transactions, as well as any items that failed to update.

     • Structure
       1. Click the Add button  to add a new structure. The Structure window displays.
       2. Select the Agency and Branch.
       3. If you have more than one structure to add, click Add to add the structure and keep the Structure window open.
          
          Click Finish to add the structure and close the window.
          
          Click Cancel to close the Structure window without adding the new structure.
       4. To remove a structure from the list, highlight it and click the Delete  button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.
     • Phone Number
       1. Enter the Number, Extension, and Description for the client's phone number (e.g., Home or Cell).
       2. Make a selection in the Permission dropdown menu to indicate whether you have permission to call the client at this number:
       • Did Not Obtain Permission
       • Obtained Permission
       • Please Do Not Call
       3. Repeat steps a and b for the Fax number (Business clients only).
       4. Enter the address of the company’s Website (Business clients only).
     • Comments

       Add comments in this section.

     • Relationships

       The relationship feature allows you to keep track of accounts that are related to one another, such as a main account and subaccount. For information on making changes to the available relationships in the system, see Define Relationships.

       You can do the following in this section:

       • Add a Relationship to the Account
         1. Do one of the following:
            • Click the Add button .
            • With focus on the list, press [Insert] on your keyboard.
         2. On the Add Relationship screen, begin by identifying the account to which the selected account is related. Make a selection in the first dropdown menu of the search bar:
            
            • Lookup Code
            • Account Name
            • Account Type
         3. Make a selection in the second dropdown menu:
            
            • Equals: Enter the entire lookup code, account name, or account type in the field provided.
            • Contains: Enter at least one letter of the lookup code, account name, or account type in the field provided.
         4. Click Find or press [Enter] to bring up a list of matching accounts.
         5. Click on the appropriate account in the list and click the down arrow button to move the account to the Selected list. To select all accounts in the list, click the double down arrow button.

         Note: Press the [Ctrl] or [Shift] key as you click on accounts in the list to choose more than one. To remove an account from the Selected list, click on the account and then click the Delete button to the left of the Selected list.

         6. Choose the relationship Type.
         7. Choose the Role of the account that you are editing.
         8. Click Finish to add the new relationship.

         Click Add to add the new relationship and begin adding another.

          

         Click Cancel to close the window without saving any changes.

       • Edit a Relationship associated with the account
         1. Click on the relationship.
         2. Click the Edit button .

         Note: If you double click a related account in this list, the detail screen for the related account displays.

         3. Choose the relationship Type.
         4. Choose the Role of the account that you are editing.
         5. Click Finish to amend the relationship.

         Click Cancel to close the window without saving changes.

       • Remove a Relationship from the account
         1. Click on the relationship.
         2. Click the Delete button .

         Note: If you double click a related account in this list, the detail screen for the related account displays.

         3. You are prompted, "Do you wish to delete this record?" Click Yes.
       • Print a List of Relationships Associated with the Account
         1. To print the list of relationships associated with the account, click the Print button to the left of the list. The Print window displays.
         2. Print this list as you would any other document.
     • Agency Defined Categories

       Use this section to apply agency-defined categories to an account. For instructions on adding new agency-defined categories to the system, see Agency Defined Categories Configuration.

       Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

       Selecting multiple criteria performs an "and" search (for example, agency-defined categories that contain a specific Category and a specific Option). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, agency-defined categories with either of two Categories). You can make up to three selections for the Category criterion and up to nine selections for the Option criterion.

       

       1. Click the Edit Filter button  .

       2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

       3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
          
          Click the Delete button to remove a filter from the list.

       4. Click Finish when you have applied all of your desired filters.
          
          Hover over the Search where text to see the filter that is currently applied to the list.

       

       
       To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       

       1. Make a selection in the first dropdown menu.

       2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

       3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
          
          To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       To save your currently applied filters as a default for the selected client account or all client accounts, create Filter Defaults. Changing the view filter selection (Client, All, or Line) clears any filter defaults applied to the list.
       
       Your filter defaults are unique to your user code and do not affect other users’ saved defaults.

       1. Click the Filter Defaults link label.

       2. Select the Use as default checkbox to save your selected filters as the default for all client accounts that do not already have a filter default saved.
          
          To replace existing filter defaults for all client accounts (including those that already have other filter defaults saved), select the Override existing filters for clients checkbox.

       3. Click OK to apply the filter default.
          
          To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

       1. To apply a new category to this account, do one of the following in the Agency Defined Categories section:
       • Click the Add button .
       • With focus on the Agency Defined Categories list, press [Insert] on your keyboard.
       2. The Agency Defined Category window displays.
       3. Filter the list of categories if necessary

          Use the search bar to display agency-defined categories that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of agency-defined categories.

          

          1. Click the Edit Filter button  .

          2. The Edit Filter pop-up window displays. Click the Add button  to add filters.

          3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
             
             Click the Delete button to remove a filter from the list.

          4. Click Finish when you have applied all of your desired filters.
             
             Hover over the Search where text to see the filter that is currently applied to the list.
             
             To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

          

          1. Make a selection in the first dropdown menu.

          2. Enter at least one character of the search criterion (e.g., part of the category) in the field to the right.

          3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
             
             To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       4. Select the checkbox beside each category you want to apply to this account. To select all of the items listed, click the Select all checkbox.
       5. Click Finish to add the category and close the Agency Defined Category window.
          
          To remove a category from the list, highlight it and click the Delete button or press [Delete] on your keyboard. You are prompted, "Do you wish to delete this record?" Click Yes.

   • Servicing

     1. Choose the appropriate entities in the dropdown boxes in the Servicing Contacts section.
     2. Optionally add a Description in the field to the right of each selection.

   • Billing

     The Billing tab contains the following sections:

     • Associated Accounts

       This section gives you quick access to broker detail for accounts that are associated with this one, if applicable.

       Select the Broker for the related account in the dropdown list provided. The Bill broker net checkbox defaults based on the setting in the broker's account detail, but you may override it.

       Use the Broker Details link label on the right to view broker detail for this account.

     • Billing

       This section allows you to select a statement format and invoice setup for the account. It also enables you to specify whether or not service charges should be applied to overdue balances for this account.

       1. Optionally make a selection in the Invoice page break dropdown to indicate where you would like the page breaks to occur when the company's invoices print:
          • Client: Create one invoice for the account.
          • Item: Create a separate invoice for each item.
          • Policy: Create a separate invoice for each policy.
            
            Note: All contact information must be the same in order for the invoice page break to be applied.
       2. If you want to set a specific invoice layout as the default layout for this account, choose an Invoice layout from the dropdown menu. For instructions on adding an invoice layout, see Invoice Layout Configuration.
       3. Select the Apply late charges on overdue balances checkbox if the account should be subject to fees for late payments.
       4. Indicate where you would like the Statement page break to occur:
          • Account
          • Contact

       Note: If the Page Break is set to Contact, the contact information must be the same in order to apply the page break. Contact information includes street address, city, state, and zip/postal code, and address description. If the preferred distribution method is Email or Fax, the contact information also include an email address or fax number.
       
       If the statement page break is by Contact, the entire address, including address description, is used to group items for statements. This means that if all but one of the address/contact information fields are identical, the items will be on separate statements.
       
       If the Page Break is set to Account, the contact information is not used.

       5. If you want to set a specific statement layout as the default layout for this account, make a selection in the Statement layout dropdown. For instructions on adding a statement layout, see Statement Layout Configuration.
          
          Note: If Statement Layout is set to No Statement, the system will not generate a statement for the account. If a statement is needed when the account is set up this way, the billing associate can generate the statement at the Transaction level.
     • Split Receivable Templates

       If transactions billed to this client will often have receivables split among multiple related accounts or multiple contacts, you can enter split receivable templates in this area. When selected during the Add a Transaction workflow, the templates will automatically allocate the transaction total accordingly.

       You can do the following in this section:

       • Add a Split Receivable Template
         1. Do one of the following:
            • Click the Add button to the left of the list.
            • With focus on the list, press [Insert].
            • With focus on the list, press [Ctrl] + [N].
         2. Enter a Description for the template.
         3. Determine whether the template will be split by Account or by Contact. When you split by account, you can select only those accounts that have a relationship defined with the current account. (See instructions below, under Categories/History.) If splitting by contact, you can select contacts only for the current account.
         4. Determine whether the splits will be calculated based on the Percent or Amount entered for each account/contact. If you select Amount, you must enter a Total amount. The system calculates the Split Percent for each account/contact by dividing the Split Amount by the Total amount.
         5. To add a split, do the following:
            1. Click the Add button .
            2. The Generate Invoice checkbox defaults checked. Uncheck it if an invoice should not print for the transaction generated by this split.
            3. If Generate invoice is selected, make an Invoice grouping selection:
               • Account Page Break: The transaction is placed on an invoice according to the Invoice page break selected in the account detail.
               • New invoice: The transaction is placed on its own invoice regardless of the grouping selected in account detail.
            4. If you are splitting by account, select an Account from the dropdown.
            5. The primary contact for the account defaults. To locate an alternate billing contact, click the lookup button next to the Contact field. The contact’s address, email, and/or fax information defaults.
               
               Note: Any changes made to this contact information in the Contacts area will automatically update any split receivable templates on which the contact is used.  
            6. Enter a Loan # if applicable.
            7. Select a Delivery method for the invoice.
            8. Optionally enter an Invoice Message. You can click the Select Message link label in the upper right corner of the screen to choose a predefined message from your Message Gallery.
            9. Enter a Percent or Amount in the Split Value frame. This percentage or amount is deducted from the Parent percent or Parent amount, which represents the percentage/amount to be billed to the parent receivable when this template is used. The Parent percent and Parent amount display as placeholders only; they cannot be modified directly.
         6. Repeat step d until you have added all splits. You can allocate up to 100% (if using percentages) or up to the Total amount (if using amounts).
         7. When you have finished entering split information, click the red X in the navigation panel to close the template.
       • Copy a Split Receivable Template
         1. Select the desired template.
         2. Click Actions > Copy Split Receivable Template on the menubar or options bar.
         3. You are prompted, “Do you wish to copy the selected split receivable template?” Click Yes.

         A copy of the template is added to the list, with the default description Copy of [template description]. To make changes to the copy, see the Edit a Split Receivable Template instructions below.

       • Edit a Split Receivable Template
         1. Select the desired template.
         2. Do one of the following:
            • Click the Edit button to the left of the list.
            • Double click the template.
            • Press [Enter].
            • Press [Ctrl] + [O].
         3. Make any necessary modifications to the Description, Split by, Split value, and Total amount (if applicable) fields.
            
            Note: Changing the Split by selection clears all existing splits. Changing the Split value from Amount to Percent clears the Split Amount and Total amount values but retains the Split Percent values. If you change the Split value from Percent to Amount, you are prompted to enter a Total amount. The Split Amount values are then calculated based on the Split Percent entries.
         4. To add a new split, click the Add button and fill in the detail fields below the list. See the Add a Split Receivable Template instructions above for more information.
            
            To modify an existing split, select the split and make any necessary changes to the fields below.
            
            To remove a split from the list, select the split and click the Delete button or press [Delete] on your keyboard. You are prompted, “Do you wish to delete this record?” Click Yes.
         5. When you have finished modifying the template, click the red X in the navigation panel to close the template. Your changes are saved automatically.
       • Delete a Split Receivable Template

         You cannot delete a split receivable template that has been used on a transaction. If the template should no longer be available for use, you can inactivate it. (See the instructions under Inactivate/Reactivate a Split Receivable Template.)

         1. Select the desired template.
         2. Do one of the following:
            • Click the Delete button to the left of the list.
            • Press [Delete] on your keyboard.
            • Press [Ctrl] + [D].
         3. You are prompted, “Do you wish to delete this record?” Click Yes.
       • Inactivate/Reactivate a Split Receivable Template

         Inactive split receivable templates cannot be selected when you are adding a transaction. They also do not display by default in client detail. To view inactive templates, click the Include Inactive link label. Click Exclude Inactive to remove them from the list.

         To inactivate a split receivable template, do the following:

         1. Select the desired template.
         2. Click Actions > Inactivate/Reactivate Split Receivable Template on the menubar or options bar.
         3. You are prompted, “Do you wish to inactivate the selected split receivable template?” or “Do you wish to reactivate this entry?” Click Yes.
       • Print a List of Split Receivable Templates
         1. Do one of the following:
            • Click the Print button to the left of the list.
            • With focus on the list, press [Ctrl] + [P].
         2. The Print window displays. Print this as you would any other document.

   • Confidential Client Access

     See Confidential Client Access Configuration for instructions on creating confidential client access groups.

     1. If only specific employees or groups should have access to this client, click the Selected radio button. To allow all employees to access the client, leave the All radio button selected.
        
        Note: Anyone assigned a role for this account on the Servicing tab will have access, regardless of your selections here.
     2. To grant access to this account to an employee or group, do one of the following:
        • Click the Add button .
        • With focus on the Confidential Client Access tab, press [Insert] on your keyboard.
     3. The Add Confidential Client Access pop-up window displays. Select the Confidential Client Access Group or Employee radio button.
     4. Narrow the list that displays if necessary.

        Use the search bar above the list to specify the groups or employees that you want to see.

         

        

         

        The choices in the first dropdown menu vary, depending on the radio button selected:

        1. • Name
           • Lookup Code
           • Department
           • Job Title

        The following choices are available in the second dropdown menu:

        1. • Equals: Enter the search criterion (e.g., the full job title or name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.

           • Contains: Enter at least one letter or number of the search criterion (e.g., part of the job title or name) in the field to the right. Click Find.

           To see the filter that is currently applied to the list, hover over the Search where text.

     5. Click to highlight the desired employee or group.
     6. Click Add to add the selection and choose another.
        
        Click Finish of you are done making selections.
        
        Click Cancel to close the window without saving your changes.
     7. To remove an entity from the Confidential Client Access list, click the entity and then click the Delete button or press [Delete] on your keyboard.

     The Account Servicing Roles client access group cannot be removed, as this group ensures that any employees assigned to servicing roles on the client's account can access it.

   • History

     1. The Account Retention frame shows the date the account was added. This date cannot be revised.
     2. The Data Conversion frame pertains to accounts that have been transferred from another system. If this account falls into that category, enter the Date converted or click the down arrow to select a date from the dropdown calendar.
     3. Enter the Prior Account ID.

   • Employee Benefits

     If you provide benefits to your staff, the Employee Benefits tab provides you a cohesive view of employee benefits information and enables you to provide more efficient service to Benefits clients.

     Account-level employee Benefits information only defaults on new benefits policies. When you renew an existing policy, the information from the expiring policy populates instead.

     Applied recommends updating this information at the account level the next time a client’s policies are up for renewal, so you can perform the updates in a controlled manner, rather than all at once.

     The Employee Benefits tab contains the following sections:

     • Background Information

       All of the information entered here will default into the corresponding fields of the Policy Information section on new benefits policies.

       For each of the following statistics, enter the number the employer reported and the date on which they reported it:

       • Number of employees
       • Full time equivalent
       • Number eligible
       • Number of retirees

       The other fields in the Background Information section are specific to the United States only.

     • Employee Class

       Entering employee class information at the account level enables you to create new benefit policies more efficiently. Once you enter the information at the account level, it automatically defaults into the detail for new benefits policies.

       You may only be able to enter information via lookup fields on the Employee Class pop-up window if your administrator has set them to be read-only.

       You can do the following in this section:

       • Add an Employee Class

         Adding an account-level employee class does not add it to an existing policy in the Associated Employee Class list. If necessary, you must add it manually from the Policy Information section in Policy Detail.

         1. Do one of the following:
         • Click the Add button   beside the list.
         • With focus on the list, press [Insert].
         • With focus on the list, press [Ctrl] + [N].
         2. Enter the Employee class, or click the lookup button , and select one from the Employee Class list. Click Finish.
         3. Enter the Status, or click the lookup button , and select one from the Employee Status list. Click Finish.
         4. Enter the Payroll cycle, or click the lookup button , and select one from the Payroll Cycle list. Click Finish.
         5. Enter the amount of Time worked, and select the duration from the per dropdown menu.
         6. Enter the Total count number; then enter the as of date, or select it from the calendar dropdown menu.
         7. Enter the Eligibility, or click the lookup button , and select it from the Eligibility list. Click Finish.
         8. Enter the Coverage start, or click the lookup button , and select it from the Beginning list. Click Finish.
         9. Enter the Waiting period, or click the lookup button , and select it from the Waiting period list. Click Finish.
         10. Enter the Coverage end, or click the lookup button , and select it from the Benefit Termination list. Click Finish.
         11. Click Finish to add the employee class.
         12. Repeat steps a through k to add additional employee classes.
       • Edit an Employee Class

         Editing an account-level employee class does not update the existing employee class on a policy if it displays in the Associated Employee Class list. Instead, a new employee class is created with your changes. If necessary, to remove the existing employee class and/or add the revised employee class, go to the Policy Information section in Policy Detail, and make the changes to the Associated Employee Class list.

         1. Select an employee class in the list.
         2. Do one of the following:
         • Click the Edit button beside the list.
         • Double-click the employee class.
         • Press [Enter].
         • Press [Ctrl] + [O].
         3. Revise the Employee class manually, or click the lookup button , and select an employee class from the Employee Class list. Click Finish.
         4. Revise the Status manually, or click the lookup button , and select a status from the Employee Status list. Click Finish.
         5. Revise the Payroll cycle manually, or click the lookup button , and select a payroll cycle from the Payroll Cycle list. Click Finish.
         6. Revise the Time worked number; then and select a duration from the per dropdown menu.
         7. Revise the Total count number; then enter a date or select one from the calendar dropdown menu in the as of field.
         8. Revise the Eligibility manually, or click the lookup button , and select an eligibility from the Eligibility list. Click Finish.
         9. Revise the Coverage start manually, or click the lookup button , and select a coverage start from the Beginning list. Click Finish.
         10. Revise the Waiting period manually, or click the lookup button , and select a waiting period from the Waiting period list. Click Finish.
         11. Revise the Coverage end manually, or click the lookup button , and select a coverage end from the Benefit Termination list. Click Finish.
         12. Click Finish to update the employee class.
       • Delete an Employee Class

         Deleting an account-level employee class does not remove it from an existing policy if the employee class displays in the Associated Employee Class list. To remove it, you must go to the Policy Information section in Policy Detail.

         1. Do one of the following:
         • Click the Delete button beside the list.
         • Press [Delete].
         • Press [Ctrl] + [D].
         2. You are prompted, Do you wish to delete this record?. Click Yes.
       • Print a List of Employee Classes
         1. Do one of the following:
         • Click the Print button beside the list.
         • With focus on the list, press [Ctrl] + [P].
         2. The Print window displays. Print the list as you would any other document.
5. The client’s account type, active/inactive status, and current Account Balance display in the footer at the bottom of the screen. An outstanding balance displays in bold red text. These placeholders are informational only and cannot be edited in the footer.
6. When you have made the desired changes, do one of the following:

   • Click Save on the options bar.

   • Click File > Save on the menubar.

   • Press [Ctrl]+S.