Search for accounts with a shared contact

About this task

See also

Procedure

  1. Navigate to the Related Accounts screen.
  2. Click Search for Accounts with a common account holder or named insured.
    PolicyCenter finds accounts with contacts that are account holders or named insureds on both accounts.

    The contact in common does not have to be a named insured or account holder on both accounts. For example, if a contact is an account holder on one account and a named insured in another, these are related accounts.