Document your insurance policies in the most efficient way possible.
On your Dashboard, select the ‘Insurance Policies’ category.
When you click the '+Add New Policy' button, a new form will appear. Input the information needed:
- Insurance Policy Name: input the insurance policy name.
- Description: input the description of the insurance policy.
- Email: input the email address.
- Insurer: input the insuring company.
- Policy No.: input the insurance policy number.
- Contact Person: input the contact person of the insuring company.
- Coverage: input the coverage of the insurance policy.
- Limit: input the limit of the insurance policy.
- Start Date: input the start date of the insurance policy.
- End Date: input the end date of the insurance policy.
- Deductible: input the deductible amount of the insurance policy.
- Premium: input the premium amount of the insurance policy.
- Phone Number: input the contact person's phone number.
Once all information has been typed in, click Add to add the new policy.
