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Course

Personal & Commercial Servicing - Mobile

(2604) Enabling the Named Insured Feature in Applied CSR24


Content Level: Intermediate

Personas: Customer Service Rep, Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial

Products: Applied CSR24

Thursday, October 9, 2025
8:00 AM - 9:00 AM PT
Attend this session to learn about the Named Insured feature in Applied CSR24®. A Named Insured is the individual or entity explicitly listed on an insurance policy as the primary insured party. This designation grants them specific rights, responsibilities, and coverage under the policy. The Primary Coverage Recipient is the main insured. Some insureds allow for multiple Named Insureds, meaning additional businesses or individuals can receive coverage under the primary's policies. A single insured’s account can have multiple insurable locations or Named Insureds that can be entered when issuing certificates.