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How to add an Interested party

How to:

Learn how to add a certificate holder, loss payee or any interested party to a unit

To add an Interested Party navigate to the unit record
1.- Click “Add an interested party” 

2.- Select the relationship type 
Such as Additional Insured, Certificate holder, or Loss payee

3- Search for an existing interested party record or add a new one. Then click continue
Pro tip: Interested party records are shared within your account. If you have already added an Interested Party record for another unit you can find their contact information using the search tool 

4.- Click “Confirm”

How to add a unit
How to add Coverage