New Class Codes page

The Class Codes page has been redesigned to improve its usability and ensure the UI elements used on this page are consistent with the current industry standards.

This page contains information about up-to-date industry codes, such as NAICS and NCCI, imported from the official resources, and provides convenient controls to easily find a particular one. Read more

Contact Roles in insured company

A contact person within an insured company is associated with a new parameter: Contact Role, which replaced the earlier used “Contact Type”. You can specify more than one role for a person.

You will encounter the new “Contact Roles” parameter in the following places:

• The Contacts tab of an insured page
• The Q&A tab (questionnaire)
• The Q&A editor on the Forms tab (questionnaire).

When you, for example, create a new or modify an existing record under Contact Information in a questionnaire, you can click in the Contact roles box and select a role from the drop-down list to associate it with the contact person (see the following figure). You can add more than one role. Read more