Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You must add entity and third party client information prior to initiating Eagle Insurance processing. You must add insurance-specific information for the entities and clients, and make the necessary insurance-related elections including associating the client to the entity.

To define entities and clients

...

you add clients as third parties

...

, add entities, form client composites (optional)

...

, and set insurance information/elections for

...

clients and entities.

In this section

Child pages (Children Display)