Watercraft Details and Coverages

This article explains how to complete the Watercraft screen for a Boat or Yacht policy. The Watercraft screen enables you to add or modify watercraft information, coverages, limits, premiums, and additional interests for each watercraft on a Watercraft policy.

Your HawkSoft administrator can configure carrier preferences, including lines of business, default coverages, and more. For more information, see Carrier Setup Overview.

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:

To Add a watercraft to a policy

  1. Click Add on the Watercraft screen to open the Watercraft detail dialog.

  2. Complete the Watercraft details, and then click OK.

    The Watercraft detail dialog enables you to enter additional watercraft information, coverages, limits, deductibles, premiums, and additional interests for the selected watercraft.

The watercraft is now listed in the upper section of the Watercraft screen.

The lower section of the Watercraft screen lists all the existing watercraft that are associated with the selected client. By default, only watercraft for active policies are displayed. To show watercraft from all policies, select the Show All check box.

  1. Highlight the watercraft to be added to the policy.

  2. Click Add Selected.

    The Watercraft detail dialog displays information already entered for the watercraft.

  3. Modify the Watercraft details as needed, and then click OK.

    The Watercraft detail dialog enables you to enter additional watercraft information, coverages, limits, deductibles, premiums, and additional interests for the selected watercraft.

The watercraft is now listed in the upper section of the Watercraft screen.

To Modify watercraft information on a policy

  1. Highlight the watercraft listed on the Watercraft screen.
  2. Click Edit to open the Watercraft detail dialog.
  3. Modify the Watercraft detail as needed.
  4. Click OK to save changes and return to the Watercraft screen.
  1. Highlight the watercraft listed on the Watercraft screen.
  2. Click Remove.

  3. Click Yes to confirm.

    A message appears asking you if the there is a replacement.

  4. Click Noto return to the Watercraft screen.

    OR

    Click Yes to open the Watercraft Detail dialog, and then enter new watercraft information.

The watercraft is removed from the policy and is listed in the lower section of the screen.

  1. Highlight the watercraft listed in the lower section of the Watercraft screen.
  2. Click Delete from Client.
  3. Click Yes to confirm permanent deletion.

The Coverages screen is only used when adding miscellaneous policy-level coverages.

Most coverages should be applied to the watercraft.

The Add Default Coverage option enables you to add multiple coverages defined in Carrier Setup for the selected LOB.

  1. Under the line of business, select the Coverages tab, then highlight the line of business.

  2. Click , then select Add Coverage.

    The Add Coverage dialog opens.

  3. Select a Coverage, then fill out details as needed.

  4. When finished, click OK.

After entering or modifying watercraft information, click on the available side-tabs to complete the Client/Policy screens as needed, and then click Finish to save and exit.

See Change Policy Information or Change Client Information for additional information.

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