Adding and renewing insurance policies

Add a policy

1. Open All Policies and click New Policy.
2. Choose the customer, the Carrier (insurance company) and the Category (policy type).
3. Enter the policy number, start and expiry dates, the premium and how often it is paid (Monthly, Quarterly, Semi-Annual or Annual).
4. Attach the policy document if you have it.
5. Save. The policy appears in the portfolio and on the customer's page.

Track status

The list shows each policy as Active, Pending or Expired. Filter by status, carrier or type, or search by policy number or customer.

Renew a policy

1. Click Renew on the policy (or from the reminders page).
2. Check the Renewal Parameters: the new term, expiry and premium. The Policyholder Snapshot shows who you are renewing for.
3. Save. The renewed term replaces the current one and the reminder cycle starts again.

Tip: Renewal reminders are built from the expiry date. Keep expiry dates accurate and reminders take care of themselves.