does the insured already have a policy with us?

We currently do not have a way to see if an insured already has a policy if the new contract is written in Digicon. If it's paper, they check to see if we already have the them in the system when they client file. It is important to know so that they do not have multiple contracts that may conflict with each other and to be sure that if they have cancelled a policy and rewrote it to another, we won't double pay the agent. If, when we move the contract over to Gias or even when we first look at it in Digicon, the computer  could check to see if they are already in our system, it would fix both of those problems.

  • Kaesey Browne
  • Apr 28 2016
  • Shipped
I need it... Not Sure -- just thought it was cool
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