Create new account from contact

Procedure

  1. Select Actions > New Account to create an account with the current contact as the account holder.
    PolicyCenter displays the Create account screen. This screen is the same screen that PolicyCenter displays when you select Account > New Account then select Create New Account. PolicyCenter populates most of the fields on the Create Account screen with values from the contact. You must select a producer.
  2. Fill in the information under Select Producer and click Update.
    PolicyCenter creates a new account with the original contact as the Account Holder. If the contact was an external contact, PolicyCenter creates its own copy of this contact.

    If you click Cancel, PolicyCenter displays the Enter Account Information screen.