How to associate an Individual Record with a Group or Carrier Record

Overview

By associating an Individual Record with a Group or Carrier Record, you can show the person’s relationship with a group or carrier. An Individual Record that is associated with a Group Record may be its primary contact or employee. Also, associating Individual Records with Group Records is important if you want to set up Policy Enrollments for your group business. Learn how to associate Individual Records in this article.

IN THIS ARTICLE

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Associating an Individual Record

Note: An Individual Record can be associated with only one Group or Carrier Record at a time. If associated with a Carrier Record, AMS+ will automatically exclude it from all Servicing Email Marketing campaigns and Automated Workflows. Only associate Individual Records with Carrier Records if they are carrier employees or contacts—not policyholders.

To associate an individual while creating a new record:

From the main menu, select +New and then Individual.

Enter details and then select 'Associate Individual'.

Select record type.

Choose a new/existing Group Record or a new/existing Carrier Record. If you’re associating the Individual Record with a Group Record, you can add employee info at this step.

Select save to create the Individual Record.

In the “New Individual” window, select ‘Save’ to create the new Individual Record and continue to the Individual Detail page. If you select ‘Save & Add Another’, the window will refresh, and you will be able to create another Individual Record immediately after.

Additional ways to associate Individual Records

As you’re working in AMS+, you'll find a few other ways you can associate Individual Records. To name a few:

• Go to the Individuals tab of a Group Record and select ‘Add’.
• Go to the Individuals tab of a Carrier Record and select ‘Add’.

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Editing an Individual Record's association

Note: When changing an Individual Record’s association to a Carrier Record, AMS+ will automatically exclude it from all Servicing Email Marketing campaigns and Automated Workflows from that time and moving forward. Only associate Individual Records with Carrier Records if they are carrier employees or contacts—not policyholders.

To edit or remove an associated Individual Record on a Group or Carrier Record:

Open an Individual Record.

Click the green pencil icon.

Select record type.

Choose an existing Group/Carrier Record or create a new Group/Carrier Record.

Enter new details.

Save the changes or remove to disassociate the Individual Record from the Group or Carrier Record.

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Viewing associated Individual Records

When viewing an Individual Record, you’ll see the name of the associated Group or Carrier Record. If no association exists, (no group or carrier) will be displayed next to the Individual Record’s name.

When viewing a Group or Carrier Record, the Individuals tab lists all associated Individual Records. From the side menu, you can download a list of these records or adjust column settings.

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Common questions

Can I associate an Individual Records with more than one Group or Carrier Record?
An Individual Record can be associated with one Group or Carrier Record at a time.

Can I set more than one primary contact for a Group Record?
A Group Record can only be set with one primary contact. If you have other important contacts, you can list them in a pinned note.