Program Defaults: Insurance |
  
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Program Defaults: Insurance |
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The Insurance tab is used to enter insurance company and policy information, and to link that information to properties within the system.
To add insurance companies:
| 1. | Click on the drop-down arrow next to the  and choose Add Insurance from the list. |
| 2. | Type the name of the insurance carrier in the Name field. |
| 3. | Add all information needed in the appropriate boxes. |
| 4. | Repeat all steps to add another record. |
Linked Properties
Allows the user to link properties to the added insurer. For increased efficiency, the user may link insurers to the *Master Template during the setup process.
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All master list items, including insurance records, can also be linked though Property Setup. When you are located on a specific tab through Property Setup, such as Insurance (Setup/Property Setup/Insurance), you can right-click the mouse button and select Add Insurer to display the master list of insurers, which allows for the drag and drop of a selection to the property. |
