Adding a contact to an account

You can add a contact to an account. The newly created contact is available for new and existing policy transactions. This topic provides step-by-step instructions for adding a contact to an account.

You can also add a contact:

  • While working on a policy transaction.
  • From the Contact tab on the tab bar. For instructions, see Create a new contact.

Add a contact to an account

Procedure

  1. Navigate to an account.
  2. Click Contacts in the left sidebar. The Account File Contacts screen appears.
  3. Click Create New Contact. Select the type of contact and whether the contact is:
    • New Company
    • New Person
    • From Address Book
  4. If you selected:
  5. Fill in the necessary information. At this point, you can also add additional roles to the contact.
  6. Click Update to save.