Watercraft Operators

• Adding a new watercraft operator to a policy

• Adding a watercraft operator from an existing personal profile

• Modifying watercraft operator information

• Removing a watercraft operator from a policy

Required Permissions:
In order to complete this task, user permissions must be set to include:

Client Actions > Edit Client
Client Actions > Action Menu

See User Permissions for more information.

You can access this screen when:

• Inserting a New Active Policy
• Change Policy Information

1. Click Add on the Operators screen to open the Operator Underwriting screen.

2. Complete the Operator Underwriting information.

3. Optional: Select the Personal Profile side-tab to modify Contact Information or Personal Information for the operator.
   

   Personal Profile information is shared between this screen and the Personal Profile section of the Name and Address screen. If a manual change is made to the Operator information, the Personal Profile information is automatically updated as well.
   
   Carrier downloads can automatically add operatorss and update operator information. If a Personal Profile on the client file matches a downloaded operator, and the Personal Profile is missing information, HawkSoft will also update the matching Personal Profile with the operator information included in the download.
   See Carrier Downloads Overview for more information.
   

4. Click OK to save.

   The operator is now listed in the upper section of the Operators screen.

The lower section of the Operators screen lists all the boat operators and personal profiles listed with this client that are not on this Boat policy.

To show all operators including those on the selected policy, select the Show All check box.

1. Highlight the personal profile or operator to be added as a boat operator on this policy.

2. Click Add Selected.

   The Operator Underwriting screen opens with information defaulted from the personal profile information entered on the Name and Address screen.

3. Modify the Operator Underwriting information as needed.

4. Optional: Select the Personal Profile side-tab to modify contact information or personal information for the operator.

   Personal Profile information is shared between this screen and the Personal Profile section of the Name and Address screen. If a manual change is made to the Operator information, the Personal Profile information is automatically updated as well.
   
   Carrier downloads can automatically add operators and update operator information. If a Personal Profile on the client file matches a downloaded operator, and the Personal Profile is missing information, HawkSoft will also update the matching Personal Profile with the operator information included in the download.
   See Carrier Downloads Overview for more information.
   

5. Click OK to save the operator information.

   The operator is now listed in the upper section of the Operators screen.

1. Highlight the operator listed on the Operators screen.
2. Click Edit to open the Operator Underwriting dialog.
3. Modify the Operator Underwriting information as needed.

4. Click OK to save changes and return to the Operators screen.
   

1. Highlight the operator listed on the Operators screen.
2. Click Remove.

3. Click Yes to confirm.

   A confirmation message appears.

4. Click Yes to remove the operator.

   When the operator was originally added, a personal profile was also added to the client file. To remove the profile from the client file, select the Name and Address side-tab and delete the operator from the Personal Profiles list.

   The operator is removed from the policy.