Add a Grantee to a Policy

All Reinsurance Years

If a Grantee is applicable, this information is added for the grower from the Utilities tab of a policy.

Locate and open the policy you need to add a Grantee to. The policy opens on the Coverages tab.

Select the Utilities tab.

On the Utilities tab, in the Signature Authorizations section, click Add Power of Attorney/Authorized Representative/Authorized Representative/Grantee. The Create Authority Record page opens.

From the Authorization Type dropdown, select "Grantee".

In the Beginning RY and Ending RY fields, type the years, in YYYY format, for which this Grantee is in effect. Ending RY is not required.

In the First Name, Middle Name, and Last Name fields, type the corresponding names for the Grantee in each field.

In the Phone Number field, type the phone number for the Grantee.

In the Email Address field, type the email address for the Grantee.

If desired, type a note about the Grantee in the Notes field.

10.

To save or discard your changes, do one or more of the following:

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To save the Grantee but stay on the page, click Save.

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To save the Grantee but open a new Create Authority Record page, click Save & Add.

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To save the Grantee and return to the View Grower for Policy page, click Save & Exit. The Grantee is displayed in the Signature Authorizations section of this page.

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To discard your changes and return to the View Grower for Policy page, click Cancel.