Account holder information

The Account Holder Info screen provides a summary of a PolicyCenter account holder. This summary screen consolidates information retrieved from PolicyCenter, as well as information requested from BillingCenter, ClaimCenter, and ContactManager, or equivalent third-party systems of record. This screen provides a snapshot of the account holder’s value to the organization.

The Account Holder Info screen is an example of a summary screen which consolidates information about an account holder from PolicyCenter and other applications. You can modify the Account Holder Info screen or add similar screens that display information for other account contact roles such as a Secondary Account Holder role.

In the default configuration, the Account Holder Info screen works with a complete installation of Guidewire InsuranceSuite. Therefore, some of the fields in the Account Holder Info screen contain meaningful data only if BillingCenter, ClaimCenter, and ContactManager are integrated with PolicyCenter. Through configuration, you can also retrieve information from third-party billing, claims, and contact systems of record. To retrieve information from third-party integrations, you must configure the Account Holder Info screen to display equivalent values.

The Account Holder Info screen retrieves information from other InsuranceSuite applications of the same release version. With additional configuration, you can make the screen with other versions of these Guidewire products, as well as with third-party billing, claims, and contact management systems.