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Insurance > Policy Holders
Policy Holders
Use the Policy Holder pages to create, update, and track any type of policy holder. A policy holder is typically the contact who owns the policy that the insurance company manages.
A policy holder record is used to track the relationship between contacts and policies. It captures all types of roles that the contact can have in a policy. Example roles are: insured, primary driver, beneficiary, and so on. You can create other roles, as needed. For information about setting up fields and field values, see Creating and Editing Fields.
NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking policy holder information, the Policy Holders tab might be excluded from your setup.
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