1.     On the top of the program click on Agency Tools and select Setup Custom Fields.

2.     To add Custom Fields and Values for your new policy types:

• Highlight the Policy Type that you wish to add this information for.
• Click in each column's top entry field and enter this information.
• Click on the Add button at the bottom of the screen for each column.

       3.     Click on the Done button at the bottom right of the screen to exit once you have completed entry for all of your Policy Types. Now you are able to view the custome fields and values when you start a new policy under the Custom section.