Adding Related Accounts
Customers are cross-referenced by assigning an Account Relationship.
When assigning
an Account Relationship, determine if the Related account being added
is Personal or Commercial. You
must enter a few characters of their name for the search. Highlight
the appropriate entity and identify the relationship type and if the relationship
should be added to the related account. If
you relate a relationship to the other entity, the relationship is automatically
added.
| Q |
Why add Account Relationships? |
| A1 |
By adding account relationships, you can quickly see if a Personal Lines
account is perhaps the owner of one of the Branch’s Commercial Lines accounts.
This could be important if the son on the personal auto policy had one
too many tickets and the carrier wanted to cancel and the personal lines
account manager does not know the commercial lines account exists and
allows the cancellation to go through causing the large commercial account
to be lost as well. This may not have happened if there had been
an Account Relationship association. |
| A2 |
An account
in your Branch is a franchise account and has many locations with different
managers. To
keep each account separate with a different name and address each were
set up as different clients. However,
the main office wants to receive all the invoices separately for each
location. By
adding the Account Relationship to each entity, the invoice may be billed
to the main office as requested by your client. |
To Add Related Accounts
- Select the client to add the related account to.
- Select the related accounts tab.
- Click [Add
New]. The
Related Accounts Detail screen will appear.
- Search
by: Select
the appropriate search categories from the drop-down boxes. Enter
a minimum of 2 characters in the search window in order to have valid
criteria for a search. No wild card searches to search all are available.
The Search button will initiate the search and return all suitable
matches.
- Highlight the appropriate
entity to associate. The results will display in alphabetical order. If
no results were found the message, No Results Found on Search is
displayed instead.
- When commercial is selected,
the following choices will be available. The agency will have the ability
to add in setup.
The Related
Account is – this is the identification of the associated account
that corresponds with the Relationship Type. Below are some examples:
|
| Relationship Type Selected |
The related Account is |
| Franchiser |
Franchisee |
| Partner |
Partner |
| PEO |
Client Company |
| Corporation |
Subsidiary |
| Commercial |
Personal |
|
- When personal is selected,
the following choices will be available. The
agency will have the ability to add in setup.
The Related
Account is – this is the identification of the associated account
that corresponds with the Relationship Type.
|
| Relationship
Type Selected |
The
related Account is |
| Commercial |
Personal |
|
Related Accounts Summary