PolicyCenter role in managing client data

With the Client Data Management module, after integrating PolicyCenter with ContactManager, PolicyCenter can store client data in ContactManager. Typically, you create a new client when you open an account or create a policy, or when you add contacts to an account or policy. Additionally, in the PolicyCenter Contact tab, you can view information associated with a client, such as personal details like address, date of birth, and phone numbers. On the Account tab, you can view contact information such as all accounts, policies, and work orders associated with the client. You can also see claims and billing information if you use ClaimCenter and BillingCenter with PolicyCenter or if you integrate this feature with another claim system or billing system.

Using the Contact tab, you can create new contacts, search for existing contacts, select a recently viewed contact, and change contact information. PolicyCenter additionally enables you to work with contacts in its Account and Policy screens, where you can add, remove, and update contacts in various roles.

All these contacts are stored locally with the associated account or policy. Contacts that were originally in ContactManager and contacts in accounts with at least one bound policy are linked to a central record in ContactManager. If you make changes to a linked contact, PolicyCenter saves these changes locally and to the central contact record in ContactManager.

ContactManager also notifies PolicyCenter of any changes made to linked contacts outside PolicyCenter, such as a change originating in ClaimCenter when the client makes a claim. These notifications keep a contact’s records synchronized across all accounts, policies, work orders, and so on.