Insureio gives you the ability to indicate relationships among consumers in your database. This is ideal for indicating relationships among blended or extended families, as well as business partners. To view or add a related consumer, navigate to the Contacts Management section and click on a client.

Within a client record, related consumer information is stored in the "Related" tab. A green number indicator will tell you at a glance if the current consumer has any related consumer details to see. Click the tab to view or add information.

Jump to a section:

Add an Existing Consumer as a Related Consumer
Add a New Consumer as a Related Consumer
Managing Related Consumers
How Related Consumers Appear within a Client Profile


Add an Existing Consumer as a Related Consumer

  1. Use the Add A Related Consumer dropdown menu.
  2. Select An Existing Consumer.
  3. Use the Relationship to dropdown menu to indicate the existing consumer's relationship to the client (mother, spouse, business partner, etc. - the menu gives you 23 different relationship options).
  4. Use the Note Regarding the Relationship text box to save any relevant notes about this relationship.
  5. In the Consumer text box, start typing the existing consumer's name. Insureio will offer suggested relations underneath the text box - if one of these is right, click that name and it will auto-fill in the Consumer box.
  6. Select the appropriate consumer from the results.
  7. Click the blue Link button.

Add a New Consumer as a Related Consumer

  1. Use the Add A Related Consumer dropdown menu.
  2. Select A New Consumer.
  3. Use the Relationship to dropdown menu to indicate the existing consumer's relationship to the client (mother, spouse, business partner, etc. - the menu gives you 23 different relationship options).
  4. Type the new consumer's full name, phone number, and email address.
  5. Click Create & Link to create the new consumer record and link it to your existing client.

Managing Related Consumers

Deleting a Related Consumer

  1. Click the red trash can icon next to the related consumer you wish to remove. Removing a relationship will not delete either contact.

Setting a Related Consumer as the Primary Contact

  1. Click the blue square icon next to the related consumer you wish to make the primary contact.

How Related Consumers Appear within a Client Profile

Once you link two consumers, Insureio will show you how they are related.

Let's say you have two clients, Darth Vader and Luke Skywalker. While in Darth Vader's client profile, you add Luke as a related consumer. Now, when you view Darth's profile and click the Related Consumer tab, you'll see:

Already Related Consumers:

LUKE SKYWALKER
jedi@theforce.com
555-555-5555
(Luke is Darth's son)

If you looked at Luke's profile, you'd see:

Already Related Consumers:

DARTH VADER
sith@theempire.com
444-444-4444
(Luke is Darth's son)

Note that you only need to add a relationship once - even if you created the relationship in Darth Vader's profile, it will save and display in Luke's profile, too, in his Related Consumers tab.