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Manage Parties

This content applies solely to Connected Underwriting, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

Quick and comprehensive access to customer, broker, and broker office information is a key feature of Connected Underwriting P&C. The PARTIES dashboard contains all of this information, allowing users to confidently find the correct party they need to manage.

Note:  For the purpose of this document, Customer, Broker, and Broker Office records are collectively referred to as “Party” or “Parties.”

Party records are divided into three categories:

  • Customers: These are the policy-holding entities and key points of contact.
  • Brokers: These are the individuals representing an insurance firm.
  • Broker Offices: These are the firms issuing the insurance policies.

This page describes the instructions for creating new Parties within Connected Underwriting P&C and managing existing records.

View parties

Party records can be accessed by clicking PARTIES on the navigation bar. This presents the PARTIES dashboard, featuring the PARTIES table.

cu-managing_parties-parties_dashboard.png

The PARTIES table features the ability to quickly switch between Customers, Brokers, and Broker Offices using the buttons located across the top row of the table. The table can also be searched by using the Search Customers field and clicking SEARCH.

cu-managing_parties-parties_dashboard_triage_highlighted.png

Clicking a Party’s name or address displays the item for that Party. The Party item provides quick access to Customer Details, Contact Information, and Submission information.

cu-managing_parties-party_record.png

For more information on Submissions, view the Managing Submissions page.

Edit a party

There may be instances where details of a Party need to be updated - for example, a customer's address changing. Party Details and Contact Information are both easily updated from the Party item.

cu-managing_parties-party_record_edit_highlighted.png

To edit Party information:

  1. From the Party item, click EDIT PARTY, this presents the Edit Party Information form.
  2. Update all the information in the Party Details and Contact Information sections.
  3. Click SAVE.

cu-managing_parties-edit_customer_information.png

Verify that your changes are reflected in the Party Details and Contact Information panels on the Party item.

Create new customers

There are two ways in which you can create new Customer, Broker, and Broker Office records:

  1. From the PARTIES dashboard.
  2. When creating a new Submission.

From the Parties dashboard

The primary way to create a new Party item is from the PARTIES dashboard.

cu-managing_parties-create_customer_highlighted.png

  1. From the PARTIES dashboard, click Customers, Brokers, or Broker Offices from the top row of the PARTIES table.

  2. Click the available button for creating the new Party. The button is dependent on which Party type you selected in step 1.

    • Customers = CREATE CUSTOMER
    • Brokers = NEW BROKER
    • Broker Offices = NEW BROKER OFFICE

  3. Complete the form for the Party type in which you are adding:

    • Customer cu-managing_parties-create_customer_form.png
    • Broker cu-managing_parties-add_broker.png
    • Broker Office cu-managing_parties-add_broker_office.png
  4. Click SAVE.

When creating a new Submission

Parties can be created when creating a new Submission by indicating a Customer, Broker, or Broker Office as being “New,” and providing the appropriate Party information.

cu-managing_parties-create_customer_from_submission_form.png

For more information on creating a new Submission, see Creating a New Submission.

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