8.05 Create and manage insurance policies

Via the 'policies' button in the menu you can have an overview of all your insurance policies. You can again add and edit policies.

• Creating a policy

When clicking on the + you can create a new policy, fill in the necessary information and link contacts (e.g. the insured) and companies (e.g. the insurer). To be able to do so these parties need to be created in the CRM.

When the policy is created you can fill in more information (read below)

• Editing a policy

You can see if a policy is still in place or not, change details, linked parties, add documents and see which objects the policy covers