Working with linked addresses

In PolicyCenter, if a new or existing contact has the same address as another contact in the same account, you can link the addresses to avoid retyping the address. In the base configuration, the linked-to contact must be a primary named insured, named insured, or account holder. If you edit the address, you can update all linked addresses or update only the current address and unlink.

See also

Link to address on another contact

Procedure

  1. In PolicyCenter, navigate to a contact that is an account file contact or create a new account file contact.
  2. Edit the contact.
  3. In the Address section on the Contact Detail tab, select the Same address as drop-down list.
    • The drop-down list displays the account holder and named insureds on the account, and their addresses. The list does not include the current contact.
    • An asterisk appears before an address that is the primary address.
    The Same address as drop-drop list does not appear if there is no contact to display. For example, the list does not appear if you are editing the account holder and the only potential linkable contact is the account holder.
  4. Select an address.
    • The address is copied into the address fields.
    • The address section displays This address is linked to other addresses.
  5. Click Update to save your changes.
    You can also link to an address on the Addresses tab of the contact.

Edit linked address

About this task

A linked address displays This address is linked to other addresses above the Address label.

Procedure

  1. On the Change to drop-down list, select Edit address.
    PolicyCenter displays the Address Detail screen. At the top of this screen, the Contacts Using this Address section displays the linked contacts.
    Note: If you did not click Update to save your changes when you linked the address, then those contacts may not appear on the Contacts Using this Address section.
  2. Make changes to the address.
  3. Save your changes by clicking one of the following buttons:
    • Update All Linked Addresses – PolicyCenter updates the linked addresses with your changes.
    • Update Only This Address and Unlink – PolicyCenter unlinks the address from the group, and saves your changes to the address for this contact only. If the linked address group contains only one address, then PolicyCenter removes the linked group.