Planit:Add an Insurance Policy
|Learn by Watching!|
|Learn by Reading!|
On the insurance screen click the “Policies” link. You will first need to add policies. Click the Policy link, which will bring you to a screen where you can enter all the information on the account. Once you have completed all the information you may then hit save. It will bring you to a listing of all insurance accounts. Once you are done entering your accounts you may then begin adding the coverage for the accounts.
To add Coverage to your new accounts, you would simply hit the “Coverage” link beside the account you wish to add the coverage to.
After you click the “Coverage” link beside the account you wish to add coverage to, the detailed policy screen will appear. This is where you will enter all the information on the insurance policy. Once you have completed all the information you may then hit save. This will bring you back to the listing off all insurance policies.
NOTE: You will notice that once you have detailed insurance products entered you will not have the option to use the summary method of entry.