Activities > Find Account - Insurance Tab or
Dashboard > Account Search - Insurance Tab
Use this Tab to view and add Insurance Policies to the Owner’s record. .
To Add a New Policy
Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account.
Step 2. Click the Insurance Tab.
Step 3. Click the Add Insurance Policy hyperlink.
Step 4. Complete the Account Insurance window.
Association- Defaults to the Association for the selected Account.
Account- Defaults to the Account selected.
Contact- Select the correct Contact from the drop down menu. This option allows a contact to be selected for insurance matters, other than the Owner or Primary Contact.
Title- Enter a Title for the Policy.
Policy Number- Enter the Policy Number.
Start Date- Enter the Effective Date for the policy.
Expiration Date- Enter the Expiration Date for the policy.
Coverage- Enter coverage details.
File Name- Upload additional documents, if needed.
Step 5. Click the Save button to finalize.
Edit an Existing Policy
Step 1. Click the Pencil icon to open the record.
Step 2. Make changes in the Account Insurance window.
Step 3. Click the Save button to finalize.
Delete a Policy
Step 1. Click the Trash icon to delete the record.
Step 2. Click Confirm in the pop up window.
