Proofs of Insurance

Proofs of Insurance is comprised of the following areas:

• Binders
• Certificates
• Evidences

To access the Proofs of Insurance area, follow the steps below.

1. Locate the appropriate client .

   1. To access Accounts from the Home screen, do one of the following:
      • 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. In the Locate account dropdown menu, select Client.
   3. In the Locate by dropdown menu, select the appropriate option.
   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 your Locate by selection) and press [Enter] or click Locate.
   6. The Results 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.
      
      Highlight the desired client in the Results list.

2. Click Proofs of Insurance on the navigation pane or Areas >, Proofs of Insurance on the menubar.

3. Recent Binders, Recent Certificates, and Recent Evidences display. Click on the link label for a recent binder, certificate, or evidence to view its detail.

   Click on the appropriate item under the Proofs of Insurance navigation panel button:

• Binders
• Certificates
• Evidences