How do I add an insurance policy and its cover details to my portal?

Our Protection area within the portal is a great way to keep track of all your Insurance policies, keep copies of your insurance documents and create to-dos for reminders of policy due dates. 

Having a list on your portal ensures you and all your team are in the know about your insurances.

To add a new Insurance item:

1. Navigate to 'Financial'>'Insurance' from the menu on the left of your portal. 
   
   
   
2. The Insurance area opens. Click 'Add'. 
   
   
   
   
3. A slide-out window appears. Select the type of Insurance from the dropdown list.
   
   INSERT ARTICLE ABOUT INSURANCE TYPES HERE 
   
   
   
4. Once the Insurance type is selected, further fields appear. 
   Ensure you fill in as many details as possible, paying close attention to the fields that are mandatory (marked with a red asterisk) as you are required to complete information for these sections. Once complete, click 'Save'. 
   
   
   
   
5. Your Insurance policy has now been created and you are taken back to the Insurance area.
   To record the cover details, click 'See details'. 
   
   
   
   
6. Details of the Insurance policy open. Click '+Add cover'.
   
   
   
   
7. A slide-out window appears. Select the cover type from the dropdown list.
   
   
   
   
8. Once the cover type is selected, further information fields appear. 
   Complete all fields and click 'Save'. 
   
   Note: Depending on the cover type selected, information fields may vary. 
   
   
   
9. Once saved, the cover type is recorded within the Insurance policy. 
   
   
   Now that the Insurance has been recorded, you can upload a copy of your policy or other documentation, or create a Task.