Adding Policies & Benefits

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Insurance policies and related benefits are recorded at the client level. 

To add a policy and/or related benefits:

  1. Navigate to the client that you wish to add insurance details for.
  2. Click the Insurance  icon in the vertical nav. 
  3. Click the  icon to add insurance details.
  4. Complete the fields (required fields will appear in red).
  5. Use the Client/Client Entity/Person field to link the owners and beneficiaries.
  6. Click Save.
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