Insurance companies, policy types and premium payments

Insurance companies

Companies lists your partner carriers with their underwriting contacts and the number of active policies. Click Add Insurance Company to add one.

Policy types

Policy Types are the categories you sell: Health, Life, Motor, Property, Travel and more.

1. Click Add Policy Type.
2. Enter the Type Name, a short Type Code and a description.
3. Click Create Policy Type.

Premium payments

Payments records premiums collected against policies, so you can see what is paid and what is due.