Advanced Enterprise Technologies, Inc.
Table of Contents

Add Master Policy

 

  1. Open the Master Policies module of the account you plan to edit.
  2. In the Master Policies section, click Add Master Policy.
  3. On the Add Master Policy page, click Select Accounts under the Client field.
  4. Select the accounts which will be covered together under your new master policy.
  5. Select a Policy Type.
  6. Select First Name Insured. You can select your company's name or a specific account within your company.
  7. Select an Insurance Carrier.
  8. Type in the Policy Number.
  9. Select a Broker.
  10. Type or select the Effective date.
  11. Type or select the Expiration date.
  12. Select Yes or No for the Recurring field.
  13. Type in the name of the Underwriter.
  14. Type in the Underwriter's Email Address. Separate multiple address with a comma.
  15. Click Add Master Policy.  

 

In order to create auto ID cards, your company must have an active Business Auto master policy. The ID card will pull information from the master policy. Read more about creating auto ID cards.