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 Client/Client Entity/Person field to link the owners and beneficiaries.
- Click Save.
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