All Insured page

Overview

The All Insured page is used to view and manage individuals and businesses (the insured) who have ever contacted your company to issue a policy.

The All insured page opens by default when you log in to the system. 

Insured pages

You can view the insured list on a separate page based on their status.  The following pages are available: 

• All Insured displays the list of all insureds you've contacted with.
• Customers displays the insureds with issued Policies. 
• Prospects displays the insureds whose quote requests are in progress, or expired. 
• Former Customers displays the insured whose quote requests were expired and who were no longer contacted with. 
• Former Prospects displays the insured with the cancelled quote requests. 

The information about insureds is presented in the form of a table. The first level row displays the insured, the second level row shows the insured's quote requests or policies.

Insured's status

The icon and tooltip to the left of an insured's name displays their status.

Status	Description
Customer	If the insured has at least one active policy, they will be marked as a Customer.
Former Customer	If the insured has at least one expired or cancelled policy, they will be marked as a Former Customer.
Former Prospect	If the insured only has quote requests with the statuses "Request Canceled", "Quote Declined By Insured", or "Declined By Market", they will be marked as a Former Prospect.
Prospect	If the insured has at least one quote request with a status "New Request For Quote", "Request In Progress", "Quote Prepared", or "Requested To Bind", they will be marked as a Prospect.

Actions

You can manage the insured within the All Insured page by using the following actions: 

Create a new insured

To create a new insured, you need to:

• Click the Create New Insured button located in the upper right-hand corner of the All insured page.
• Then, fill in the details about the insured.
• Click the Create Insured button on the bottom of the page.

Merge an insured

To merge the insured, you need to:

• Click the icon located in the row with the selected insured.
• Then, in the pop-up window, select the second insured user. 
• Select the needed quote request or policy. 
• Click the Merge button.

Copy an insured

To copy an insured, you need to click the  button located in the row with the insured user.

The system will automatically display the copy of the insured at the top of the table. 

Delete an insured

To delete one of the insureds in your insured's list, click the button located on the right side of the row with the insured.  Please note that the ability to delete insureds depends on your company settings.

Export to Excel

This action allows you to export the information displayed within the All Insured tab to a Microsoft Excel file.  To export the table into the Excel file, you need to click the button.

Create a renewal of the selected quote request or policy

To create a renewal, you need to click the button located on the right side of the row with the preferable quote request or policy.

Delete a quote request or policy

To delete a quote request or policy, click the button located in the row with the quote request or policy. 

Sorting

You can sort through the insured by clicking any of the parameter columns. By default, for agency users, the insured are sorted by the created time, and for market users by the received time.  

The Created on (for agency users) and Received on (for market users) columns by default are sorted in descending order.

You can sort the insureds within each column manually. To use the manual sorting, click the caret icon next to the column name.

For agency users, the list of available columns differs to the list of columns available for market users. 

Filtering

You can filter the data by various columns. Two types of filters are available: 

• Text boxes with search operations.
  To use this filter, click the button, and select the preferable filtering option. The data within the table will match the entered criteria. 
• Predefined options.
  To use this filter, click the  button and tick the needed options within the drop-down list.