Account tab

From the Account tab, you can either create a new account or find an established one. If you select the Account tab directly, PolicyCenter displays accounts that you recently worked on at the bottom of the drop-down menu. Select an account to display that account information in the Account File. The Account File includes information about the account itself, its contacts and locations, the policies held by the account, and policy transactions (such as submissions and renewals) for the account.

You can edit account information, or change the account holder to another person or company. To learn about managing account information, see Account file.

For information about setting the number of recent accounts that PolicyCenter displays on the Account tab, see Setting preferences.