Access the Information tab
Insurance Policies are entered in two layers.
Create the Policy.
Add the relevant cover details for the policy.
Add a new policy
Within the Contact, navigate to the Information tab > Insurance section.
Select the plus icon to add a new policy.
Input the following details (we will add the cover after this step).
Policy Number
Insurer
Type - Whole Life, Term or Endowment
Policy Owners
Total premium - This is the total premium, we will break this down by cover in the next step
Life Insured
Inside or Outside Super
Add cover
Once the policy has been created, we then add the cover.
Select the drop down arrow to show the cover details.
Add the cover details under the relevant cover, including as much information as you have.