Note: You must have authority to add, edit and delete additional interests.
To add an additional interest to a vehicle or property:
Select the Additional Interest tab from the Location Information Tab / Vehicle - General Information Tab of the screen.
This returns the Additional Interest list view. Click Add Additional Interest.
On the Add Additional Interest screen, select Lookup. This returns the Additional Interest Lookup screen.
The screen is divided into two (2) sections: Search Criteria and Search Results (List View).
If you are not sure if the additional interest exists in your system, you can search using any number of combinations. Fields for entry and selection include:
Group Type: This is the "type" of additional interest you are looking for (e.g., Lending Institution, Finance Company, Contract Holder, etc.); defaults blank. Select the group type from the combo box.
Name: If you are using this as your search method, the system requires validation of a minimum of the first three (3) characters.
City: If you are using city as your search method, the system requires validation of a minimum of the first three (3) characters of the city's first name also.
State: Select the state from the combo box.
Zip: Enter the zip code, if necessary.
Business Phone: If you are looking up an additional interest by their business phone number, enter the number here. You do not need any other search criteria.
Click the Find button. Those additional interests matching your search criteria are displayed in the bottom of the screen. If there are no additional interests listed, you may choose the Clear Search Fields button and re-enter other criteria. (Highlighting an additional interest and clicking the Search button allows you to attach the additional interest to the property or vehicle.)
Select Add to return the Add Additional Interest screen. Fields for entries and selection include:
Name 1, Name 2, FEIN, Phone (Business), Email Address and Address Information.
Group Type: If you want to assign the additional interest to a specific group (e.g., Lending Institution, Finance Company, etc.), select the group type from the combo box.
Single Entry AI: This field is used to determine if the additional interest is added to the AI Master List as a re-usable lookup entry or not. The default is blank, which indicates the additional interest will be stored in the master list and will be returned if its matching criteria is found during a search. If this field contains a check mark, it will not be returned on any searches.
Click Save after all entries and selections have been made. All information entered and saved defaults. These fields are protected and cannot be changed.
Other fields for selection or entry on the screen include:
Type: Select the corresponding type of additional interest (e.g., Lessor, First Mortgagee, etc.)
Loan / Account Number: Enter the loan or account number.
Amount: Defaults $0.00; optionally make an entry here.
ATIMA (As Their Interests May Appear): Select and place a check mark in this field if this wording is required by a financial institution on your certificate of insurance.
ISAOA (Its Successors And Or Assigns): This is similar to "ATIMA," in that this wording may be required by a financial institution on your certificate of insurance.
Other (100 Max): If "ATIMA" or "ISAOA" is not selected, your financial institution may require some other wording on the certificate. You may enter that here using up to 100 characters in length.
Interest In Property: Enter the percent of interest the additional interest has in your property.
Description: Free form narrative describing the property.
Select Save. The additional interest is added to the List View.
You may continue to enter any other information on the property or vehicle by selecting other tabs. Make sure you click Save when finished.
To edit an additional interest on a policy:
Select the Additional Interest tab.
Highlight the additional interest in the List View, and click Edit.
When the Edit Additional Interest screen displays, make any changes necessary, such as loan number, amount, etc. and click Save. The changes are retained.
If you need to correct an address:
Follow Steps 1 through 3 above.
Click Lookup on the Edit Additional Interest screen.
When the Additional Interest Lookup screen returns, click the Edit button.
Make any changes necessary on the Edit Additional Interest (Name / Address) screen.
Select Save.
Click Close on the Additional Interest Lookup screen, then click Close again.
Select either Save or Close to return to the Additional Interest List View.
If you want to delete an additional interest from a "Pending" policy image:
Access the policy.
Select the Additional Interest tab.
Next, highlight the additional interest in the List View.
Select the Delete button. Answer Yes to remove the additional interest from the policy.