Involved party in APD product

An involved party is a contact (person or company) who has an interest on the policy. In the product model, you can attached involved parties to the policy line, risk objects, and exposures.

Note: If you attach involved parties to objects others than policy line, risk objects, or exposures, they are imported as children of the nearest ancestor that is a policy line, risk object, or exposure.

In a submission

Adding an involved party in a submission is just like adding any other contact to the policy. From the drop-down list, select a contact From Address Book, New Person, New Company, or Other Contacts. Contact details include name, phone number, address, and other information. In the Contacts tab of a bound policy, these contacts have the Involved Party role.