--- title: Confirming Insured Information description: Using the existing insured data in the portal and confirming its accuracy --- [Skip to content](https://support.inscipher.com/migration/knowledge/confirming-insured-information#main-content) English Show submenu for translations [Contact us](https://support.inscipher.com/migration/knowledge/kb-tickets/new) [Customer portal](https://support.inscipher.com/tickets-view) ![2023-03-02 08\_36\_43-InsCipher Logos 2023 - Google Drive.png\]](https://support.inscipher.com/hs-fs/hubfs/2023-03-02%2008_36_43-InsCipher%20Logos%202023%20-%20Google%20Drive.png?height=40&name=2023-03-02%2008_36_43-InsCipher%20Logos%202023%20-%20Google%20Drive.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://support.inscipher.com/migration/knowledge/kb-tickets/new) - [Customer portal](https://support.inscipher.com/tickets-view) - [https://surpluslines.inscipher.com](https://surpluslines.inscipher.com/) [https://surpluslines.inscipher.com](https://surpluslines.inscipher.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [InsCipher Help Center](https://support.inscipher.com/migration/knowledge) 2. [Utah - Surplus Lines Tax Filing and Payments](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments) 3. [Creating and Managing Users](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#creating-and-managing-users) # Confirming Insured Information ## Using the existing insured data in the portal and confirming its accuracy ### Option 1: Confirming information from the Insured List Page: First, you'll want to make sure that the existing Insured information is exactly the same as the new filing you want to use it for. Go to the Insured's page to search for the insured and verify this information. ![Andi1](https://support.inscipher.com/hs-fs/hubfs/Knowledge%20Base%20Import/Andi1.png?width=688&name=Andi1.png) Once there, you can search for the Insured and select Details. ![Andi2](https://support.inscipher.com/hs-fs/hubfs/Knowledge%20Base%20Import/Andi2.png?width=688&name=Andi2.png) Confirm that the PHYSICAL ADDRESS is EXACTLY the same as the dec page for the current policy you're submitting. If it is different, then you'll need to enter the new information when submitting the new policy to us as you've done previously. If it's the same you can click the New Filing button from there. ![Andi3](https://support.inscipher.com/hs-fs/hubfs/Knowledge%20Base%20Import/Andi3.png?width=688&name=Andi3.png) ### Option 2: Confirming from the Tax Calculator while entering a new filing: Alternately, if you're submitting a filing to us from the "Submit Filing" button and get to the second page where you're asked to enter "Insured Information", you can click into the "Search Existing Insured" box and search for the name of the insured and select it. Once again, please make sure the physical location is exactly the same for the new submission. ![](https://support.inscipher.com/hs-fs/hubfs/image-png-Aug-26-2024-06-09-11-9116-PM.png?width=591&height=614&name=image-png-Aug-26-2024-06-09-11-9116-PM.png) ![](https://support.inscipher.com/hs-fs/hubfs/image-png-Aug-26-2024-06-09-55-7718-PM.png?width=564&height=706&name=image-png-Aug-26-2024-06-09-55-7718-PM.png) Once you Select the correct Insured, it should load the information and you can select "Continue to Documents" to proceed to the documents page. ![](https://support.inscipher.com/hs-fs/hubfs/image-png-Aug-26-2024-06-10-37-9684-PM.png?width=580&height=697&name=image-png-Aug-26-2024-06-10-37-9684-PM.png)   **Revision History:** | Date | Edit | | --- | --- | | 8/26/2024 | Updated screenshots | | 12/01/2023 | Reviewed for accuracy |   - [Internal - Compliance Processes & FAQs](https://support.inscipher.com/migration/knowledge/internal-compliance-processes-faqs) - [Batch Import, APIs, and Integrations](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#main-content) - [APIs](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#apis) - [CSV Batch Imports](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#csv-batch-imports) - [Integrations](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#integrations) - [SSO Login Options](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#sso-login-options) - [CSV Batch Import](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#csv-batch-import) - [Document Imports](https://support.inscipher.com/migration/knowledge/batch-import-apis-and-integrations#document-imports) - [Idaho - Surplus Lines Tax Filing and Payments](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#main-content) - [Addressing Flag Filings](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#addressing-flag-filings) - [Annual Premium Summary Reporting](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#annual-premium-summary-reporting) - [Invoice Payments](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#invoice-payments) - [Creating and Managing Users](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#creating-and-managing-users) - [Adding Transactions/Filings Into the Broker Portal](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#adding-transactions-filings-into-the-broker-portal) - [FAQs](https://support.inscipher.com/migration/knowledge/idaho-surplus-lines-tax-filing-and-payments#faqs) - [Utah - Surplus Lines Tax Filing and Payments](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#main-content) - [Addressing Flag Filings](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#addressing-flag-filings) - [General Overview](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#general-overview) - [Invoice Payments](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#invoice-payments) - [Creating and Managing Users](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#creating-and-managing-users) - [Adding Transactions/Filings Into the Broker Portal](https://support.inscipher.com/migration/knowledge/utah-surplus-lines-tax-filing-and-payments#adding-transactions-filings-into-the-broker-portal) - [Filing Services®- User Guides, Workflows, and FAQs](https://support.inscipher.com/migration/knowledge/filing-services-user-guides-workflows-and-faqs#main-content) - [Invoice Payments](https://support.inscipher.com/migration/knowledge/filing-services-user-guides-workflows-and-faqs#invoice-payments) - [Tax Exempt](https://support.inscipher.com/migration/knowledge/filing-services-user-guides-workflows-and-faqs#tax-exempt) - [State-Specific Requirements](https://support.inscipher.com/migration/knowledge/filing-services-user-guides-workflows-and-faqs#state-specific-requirements) - [License Management Services](https://support.inscipher.com/migration/knowledge/license-management-services) - [Not Seeing What You Need?](https://support.inscipher.com/migration/knowledge/not-seeing-what-you-need#main-content) - [Veracity RPGs](https://support.inscipher.com/migration/knowledge/not-seeing-what-you-need#veracity-rpgs) [![Chill listening crop-3](https://support.inscipher.com/hs-fs/hubfs/2023%20Trans%20long%20dark.png?width=146&height=44&name=2023%20Trans%20long%20dark.png "Chill listening crop-3")](https://surpluslines.inscipher.com) Surplus Lines Taxes. 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