Secondary Underwriters

This allows you to assign multiple underwriters to the same agency.

Here's an example of how you might use this. Your company decides to offer a new product type for higher value homes. Policies with this product (and all other policies in the account) will have to be associated with a "Target Market" underwriter instead of the usual underwriter associated with an agency. Prior to adding this feature, Diamond only allowed one underwriter to be associated to an agency. So now, if you enter a "Target Market" underwriter to an agency, that secondary underwriter would then be associated with policies for higher value homes.

Add Secondary Underwriter

After selecting the agency you will be adding the secondary underwriter to, select Secondary Underwriters from the Tree View.

• Click  Add.
• Underwriter: Select from the combo box.
• Type: Also make a selection from the combo box.
• Click Save Secondary Underwriter.

This places the person in the Grid View.

Edit Secondary Underwriter

• Click the pencil icon opposite the person you want to make a change to.
• Type: Change the type of secondary market / class they belong to.
• Select Save  to retain your changes.

Delete Secondary Underwriter

• Click the X opposite the person you want to remove.
• Answer Yes to the confirmation: "Delete Secondary Underwriter."

• The person is removed from the Grid View.