Planit:Add an Insurance Policy

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In this Video you will Learn...
How do I add an insurance policy to my client's financial plan?
• Insurance screen, add
• Data entry fields required
• New appearance of Insurance screen

Keep on Track! Continue training on...
Life Planning Integrated Planning
Insurance Screen

Other Related Topics
Introduction to the Insurance Screen Summary Insurance Takaful Policies
Life Insurance Disability Insurance Account Portfolio


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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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.

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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.

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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.