Client help centre

  1. Client Portal
  2. Classic View
  3. Insurance

Insurance

  • How do I create an Insurance Summary?
  • What insurance types are available under each policy type?
  • How do I add an insurance policy and its cover details to my portal?
  • How do I edit my insurance policy or cover ?
  • How do I attach a document to an Insurance item?
  • How do I add a To-do to an Insurance item?

Portal

Return to Your Portal