Assign Roles

Each person associated with a policy must be entered in OIPA as a client.  Once someone is established as a client, a role can then be assigned to that person.  The role assigned to each client in OIPA defines that client's specific relationship to the policy.  Roles are also used to define security levels for CSRs using the system.   The Roles right-click menu provides a way to quickly edit a client's existing role.

 

The Roles link from the left navigation menu allows you to attach clients to a policy and assign specific roles.  There are separate term roles and variable annuity roles.

 

The Roles link may be used throughout the life of the policy to add, delete and maintain the attached roles.

 

Steps to Assign Roles to a Policy

  1. Search for the policy where you want to assign roles.

  2. Select Roles from the left navigation menu.

  3. Click the Find Client tab.  The client roles will display on the screen.

  4. Check the roles that apply to your client.

  5. Select the Client type from the drop down box and enter any information that will narrow your search.  Use the % (percent) sign as a wild card if you do not remember the exact name.

  6. Select Find.

  7. Select your client from the search result list and click Add.  

  8. Click Save from the Secondary menu.

  9. Repeat this process for each role that is needed on your policy.

 

Note:  If the client you need to assign roles to has not been added to the system, add the new client then follow the steps above.

 

 

 

Edit Roles with Right-Click Menu

If a client's role needs to be updated, you can quickly make the change using the Roles screen right-click menu.  After you select the Roles link from the left navigation menu, all the roles will be listed on the screen that are associated with the policy you have open.  You can update the role information by right-clicking on the client name.  The following options are available: