This tab contains all of the information for the officers of the insured company. Select an officer from the grid at the top of the page to make any revisions to the data fields for that person.
Click on this button to toggle between viewing just the Active officers or all the officers for the insured.
Enter appropriate title as Mr., Ms, or Mrs.
Enter the first name of the officer.
Enter the last name of the officer.
A check mark will appear in this box if the policy is still active for the insured.
Enter the officer's area code and work telephone number.
Enter the officer's area code and cell/mobile phone number.
Enter the officer's area code and fax number.
Enter the insured's email address, be sure to include the @ symbol. Once there is data in this field, you will be able to right click on the insured's page and choose and Email feature from the sub menu.
Note: This feature is only available if you currently have an email connection on your desktop using software such as Outlook, Outlook Express, GroupWise, etc. and the insured record has an email address.
Choose the correct description of duties for the officer
by clicking on . This
field is defined using the Duties option of the Lookup Codes menu
for MyWC located on the MyWC toolbar.
Enter the effective date when the officer's term begins.
Enter the expiration date when the officer's term ends.
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Enter the percentage of ownership the officer has in the insured's company.