Account holder info screen

New to this version of PolicyCenter, 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.

See also

• Account holder information