Viewing contingencies

You can view contingencies associated with any policy or policy transaction. To view contingencies, navigate to the Risk Analysis screen and select the Contingencies tab. This screen provides access to both Pending and Resolved/Waived contingencies. For each contingency, the screen displays fields that include title, status, due date, and potential action if not resolved. The screen displaying an individual contingency shows associated notes, documents, and open and completed activities.

Policies and policy transactions clearly indicate the presence of unresolved contingencies. In a policy transaction, a message alerting you to the presence of unresolved, or outstanding, contingencies appears below the title on the Policy Info, Risk Analysis, Quote, and Forms screens. The message appears whether the policy transaction is open or bound. In the policy file, this message appears on the Summary and Risk Analysis screens.