fInsured  Officers Tab

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.

 

Field Descriptions

All/Active button

Click on this button to toggle between viewing just the Active officers or all the officers for the insured.

Title

Enter appropriate title as Mr., Ms, or Mrs.

First Name

Enter the first name of the officer.

Last Name

Enter the last name of the officer.

Active

A check mark will appear in this box if the policy is still active for the insured.

Phone

Enter the officer's area code and work telephone number.  

Cell

Enter the officer's area code and cell/mobile phone number.

Fax

Enter the officer's area code and fax number.

E-mail

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.

Duties

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.  

Effective Date

Enter the effective date when the officer's term begins.

Expiration Date

Enter the expiration date when the officer's term ends.

Billing Included?

??????.

% Ownership

Enter the percentage of ownership the officer has in the insured's company.