Association > Setup > Manage Association Insurance Type


Use this page to add and manage Insurance Types at the Association level. 


Insurance Types are used to categorize insurance policies for more efficient management. 


Step 1. Navigate to Association > Setup > Manage Association Insurance Type


Step 2. Select Add New Association Insurance Firm Type from the Page Actions drop down menu.

 


Step 3. Complete the Insurance Type window.

  • Title- Enter a Title for the Type of insurance.

  • Description- Enter a description for the insurance Type.

  • Use in Resale- Check if this insurance Type should appear on Resale Certificate. 

Step 4. Click the Save button to finalize, or the Save Add button to add more Types.