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Add an Authorized Representative to a Policy
All Reinsurance Years
If an Authorized Representative is applicable, this information is added for the grower from the Utilities tab of a policy.
1. | Locate and open the policy you need to add a Authorized Representative to. The policy opens on the Coverages tab. |
2. | Select the Utilities tab. |
3. | On the Utilities tab, in the Signature Authorizations section, click Add Power of Attorney/Authorized Representative/Authorized Representative/Authorized Representative. The Create Authority Record page opens. |
4. | From the Authorization Type dropdown, select "Authorized Rep". |
5. | In the Beginning RY and Ending RY fields, type the years, in YYYY format, for which this Authorized Representative is in effect. Ending RY is not required. |
6. | In the First Name, Middle Name, and Last Name fields, type the corresponding names for the Authorized Representative in each field. |
7. | In the Phone Number field, type the phone number for the Authorized Representative. |
8. | In the Email Address field, type the email address for the Authorized Representative. |
9. | If desired, type a note about the Authorized Representative in the Notes field. |
10. | To save or discard your changes, do one or more of the following: |
• | To save the Authorized Representative but stay on the page, click Save. |
• | To save the Authorized Representative but open a new Create Authority Record page, click Save & Add. |
• | To save the Authorized Representative and return to the View Grower for Policy page, click Save & Exit. The Authorized Representative is displayed in the Signature Authorizations section of this page. |
• | To discard your changes and return to the View Grower for Policy page, click Cancel. |