Contract Holder: Add New Contract Holder

Contract Holder setup is performed by American Modern personnel. Editing this information requires a Profile Administrator security profile.

The Add New Contract Holder page provides a place for you to enter the initial information that identifies the Contract Holder you are adding. After you enter the initial information and click Next, the system performs a search to check if the Contract Holder already exists. If a Contract Holder is found that possibly matches, you can select the Contract Holder from the Possible Match list or click Add As New to add the Contract Holder as a new entity A business or person defined in the modernLINK Agency Management System. Entities include Contract Holders, Sub-Producing Organizations, Licensed Producers and Processors. .

As you step though the Contract Holder setup, you return to the setup menu to move to the next section.

Click here to see an example of a completed Contract Holder setup menu.

To enter Setup Information:

1. Select the type of Contract Holder, Business or Individual.

2. Complete the business or individual setup form.

Contract Holder Business Setup

Contract Holder business setup fields include:

Field	Description
Business Name	The name of the business. This name should be the same as the licensee name for the CH's resident state.
Federal Tax ID#	The federal tax identification number.
Attention / Care of	Special handling directions.
Office Mailing Address	Business's mailing street address.
(Apt. , Suite, etc.)	Business's mailing suite number or additional address info.
City	Business's mailing address city.
State	Business's mailing address state.
Zip Code	Business's mailing zip code.

Contract Holder Individual Setup

Contract Holder individual (person) setup fields include:

Field	Description
First	Individual's first name.
Last	Individual's last name.
Name Suffix	Individual's name suffix.
Social Security Number	Individual's social security number.
Attention / Care of	Special handling directions.
Office Mailing Address	Individual's office mailing street address.
(Apt., Suite, etc.)	Suite number or additional address info.
City	Individual's office mailing address city.
State/Province	Individual's office mailing address state or province.
Zip/Postal Code	Individual's office mailing zip code.

3. Click Next.

The system searches for the Contract Holder. If no match is found, you are prompted to search again or you can add the new Contract Holder. If possible matches are found, they are listed and you can select the matching entry to copy information to the following Client Information page.

4. Click Add As New to continue adding the new Contract Holder or select a matching entry to copy the preexisting client information over to the record you are adding.

The Client Information page opens showing the new system-generated Agent Number assigned to the Contract Holder.

5. Follow the steps to add Client Information.