Insurance policies and related benefits are recorded at the client level.
To add a policy and/or related benefits:
- Navigate to the client that you wish to add insurance details for.
- Click the Insurance icon in the vertical nav.
- Click the icon to add insurance details.
- Complete the fields (required fields will appear in red).
- Use the Policy Owners sub tab to link the owners and beneficiaries.
- Use the Benefits sub tab to add details of the benefits and benefit premiums of the policy.
- Click Save.