Question / Issue |
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How do I add a Policy type not listed in InsurancePro? |
Answer / Solution |
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To add a Policy Type not listed in InsurancePro:
- On the Main Menu Screen, click on Agency Tools and select Setup Custom Fields.
- The current Policy Types available are listed in the first column.
- Click in the field just below Policy Type.
- Enter your new policy type.
- Click on the Add button at the bottom of the screen to add this new policy type to the list.
- 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.
- 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.
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