Additional/Other Interests/Certificate Holder Database

• Setting Up the Additional Interest Database

• Modifying an Entry in the Database

• Deleting an Entry from the Database

• Printing the Database

• Accessing the Database

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

Agency Setup > Additional/Other Interest/Certificate Holder Database

See User Permissions for more information.

Add Additional Interests and their contact information to the database on this dialog. Users can easily search the database when adding an Additional Interest to the policy.

You can also add an Additional Interest to the database directly from a policy. See Additional Interests for more information.

1. Click the  Settings icon, and then select Additional/Other Interest/Certificate Holders Database from the main CMS menu bar.

   The Additional/Other Interests - Setup dialog opens.

2. Click New to add an Additional Interest to the database.

   The Add/Edit Additional Interest List dialog opens.

   Modifying the Additional Interest list

   Type – Select the type(s) of additional interest. The type can be used as a filter when searching for Additional Interests.

   • Loss Payee
   • Mortgagee
   • Additional Interest
   • Certificate Holder

   Name and Address Information – for the Additional Interest.

   Complete the Zip field to auto-fill the City, State, and County fields.

   Contact Information – for the Additional Interest.

   Double-click on Email, Fax, or Phone to open the Edit Contact Information dialog for the selected Contact Type.

   Complete the contact information as needed, and then click OK.

   Notes – Include additional information for the Additional Interest in the Notes field, as needed.

   Click OK to save the new entry to the database.

3. Click Close when Additional Interest setup is complete.

The new entry is now available from the Additional/Other Interests database when adding a certificate or an Additional Interest to a policy.

1. Click the  Settings icon, and then select Additional/Other Interest/Certificate Holders Database from the main CMS menu bar.

   The Additional/Other Interests - Setup dialog opens.

2. Select the Additional Interest to be modified from the list, and then click Edit.

• Enter the name of the Additional Interest in the Filter field to speed up your search. 

  OR

• Scroll through the list to find the Additional Interest you want to modify.

  The Add/Edit Additional Interest List dialog opens with the contact information for the selected Additional Interest.

3. Modify as needed, and then click OK.

4. Click Close when changes are complete.

1. Click the  Settings icon, and then select Additional/Other Interest/Certificate Holders Database from the main CMS menu bar.

   The Additional/Other Interests - Setup dialog box opens.

2. Select the Additional Interest to be removed from the list, and then click Delete.

   • Enter the name of the Additional Interest in the Filter field to speed up your search. 

     OR

   • Scroll through the list to find the Additional Interest.

     The Additional Interest is removed from the database.

1. Select the Additional Interest type from the Filter from the drop-down list.

   • All
   • Loss Payee
   • Mortgagee
   • Additional Interest
   • Certificate Holder

2. Click Print to print the database for the selected Additional Interest type.

The Additional/Other Interests/Certificate Holder Database can be accessed from the AI Lookup button when adding Additional Interests to a policy or certificate.

Please see Additional Interests for more information on using the database to apply an Additional Interest.