Add Insurance Information to a Contract

Add Insurance Information to a Contract

1.    Insurance policy information is added from the Contract Explorer area.
2.    Click on the Insurance Tracking option.
3.       To enter a new Insurance policy click on the New button in the toolbar.
4.       Enter the Insurance Company name.
5.       Enter the Insurance Agent contact information.
6.       Enter the Insurance Policy number.
7.       Select the appropriate Policy Type and Status from the dropdowns and enter the policy Expiration Date.
a.       See Insurance configuration section to find how to configure the Policy Type.
8.       Select the appropriate Policyholder from the dropdown or click on the magnifying glass icon to view the contract’s related accounts.
9.       If there are multiple assets on the contract, you can select which assets are covered by the insurance policy by clicking on the Select checkbox for the appropriate assets in the asset grid below.
10.   Click on the User Defined Fields tab.
11.   Enter the appropriate coverage information in the UDF fields.
12.   Click the Save button in the toolbar at the top of the page.

 

 

Configuration for Insurance Information on Contract:

               1.       The only configuration needed to enter information in the insurance tracking area, are the Insurance Types.

               2.       Administration>Codes and Types>Insurance Type

               3.       There are system-defined options already populated.

               4.       Create your own but clicking new.

               5.       Enter in a Code and Description.

               6.       Click save.








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