Add relationships to an individual to track their family & connections. Use this data to get a snapshot of an individual and their relationships to understand their insurance needs. You can add relationships to track a spouse, dependents, or a legal relationship, like a power of attorney. Use individual records in your account or enter basic individual info as text. Learn how to work with relationships in this article.
Add/Edit a Relationship
Add a relationship to show an individual’s connection to another individual, such as a child or spouse. You’ll see relationships listed in the Individual Summary. For example, let’s look at the Brady family - Mike, Carol, Marcia, and Jan, to name just a few of the bunch.
Let’s say we are looking at Carol Brady’s record and are wanting to add relationships. Relationships show the connection to the individual you are viewing. So when viewing Carol’s record, we would see that Mike is Carol’s husband, Marcia is Carol’s child, and so forth. We would add the following:
Mike Brady - Spouse
Marcia Brady - Child
You can use an individual record or enter text to just add basic individual info. This is helpful when you want to document a relationship, but don’t need a listing of that individual in your account.
= Individual Record
= Enter Text (Basic Info)
To add a relationship to an individual:
- Choose an individual and then select the relationships tab.
- Select the related individual and enter relationships details.
- You can use an existing individual, create a new individual, or enter text. Add notes for any details you'd like to document about the relationship.
- Add a corresponding relationship (optional).
- Save, and you’re all set!
- You'll see the relationship listed on the individual.
View after Adding Relationships
After you've added relationships, you'll see them listed in the Relationships tab and on the Individual Summary. You can also run a report of individuals and their relationships. Here’s how Carol’s record would look showing the whole bunch.
As you are adding relationships to an individual, you can save time by adding a corresponding relationship. Corresponding relationships let you create a relationship with the other individual at the same time. This option is only available when you are first adding a relationship to an individual or creating a copy of any individual.
For example, let’s again say we are looking Carol Brady’s record and want to add a child to her record. When you add that relationship to Carol, you can add a corresponding relationship for Marcia. This adds a relationship under Marcia’s record showing Carol as the parent. The result is that the relationships are added to both Carol's and Marcia's records.
Edit a Relationship
Over time, some relationships may change. You can edit a relationship on an individual to indicate a change. Follow the same steps as adding a relationship to edit one.
Can I add a relationship without having to create a record in my account?
Yep! To add basic individual info while creating a relationship, select the pencil icon and then enter text.
Can I search for individuals that I just enter as text?
Good question. You'll see individuals entered as text on the Individual Relationships Report. They won't show up in individual search results or on other individual reports.
How do I move dependent data from custom fields to add them as a relationship?
For this scenario, there are a couple of steps. When you have a large set of data, you'll need to run an individual report with including the custom fields of the dependent data. Then, we can provide an import template for you to complete and then we'll import it for you to get the relationship data into your account. Contact us for more info.
I have a large number of relationships I'd like to add to a large set of individuals. Can you help?
Sure thing, we can help you with that. We'll provide a relationship import template for you to complete, then we'll run the import for you. Contact us for more info.