View Client's Roles

A client can be assigned roles on any number of policies or segments. A client could be the writing agent for multiple policies or the beneficiary of more than one policy. The Role link on the Client screen allows a user to view all the roles assigned to a client.

Steps to View All Roles Assigned to a Client

  1. Search for a client.

  2. From the search results, click the row of the appropriate client to open it. The Client screen will open.

  1. From the Entity Navigation list select Roles. The Roles screen will open. This shows all of the policies and the client is associated with and the policy and segment roles the client has been assigned.

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