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Review ; Accounts

SHOP ;  An account is a person or organization which has or may have one or more policies.

A. Single Person can be associated to multiple accounts

B. Account could have many, one, or zero policies .

Producers;

The producer is a Middle man who connects accounts to carriers

A. May work with multiple carriers and know which one is best for applicants needs.

B. Can Pre-Qualify applicant to ensure it makes sense for underwriter to offer quote .

Contacts;

A Contact is a person or a company . A Contact; May need to be contacted for policy information May be named on one or more policies.

PolicyCenter stores contact information on policies and accounts; this gives user the flexibility to manage, group and reuse contact information throughout the application. Users can define and maintain contacts

at the account level and use them across polices. A user can have policy specific contact role information added at the policy level. Users can also enter and edit contact information on a policy, and have it update the account and unbound policies in the account.