Insurers

Insurers


1. To create an Insurer, navigate to Configuration > Setup > Insurers under the “Insurance Policies Section”



2. Please ensure you filter to check the insurer does not already exist before capturing a new one.

3. The first step will be to setup a customer for the insurer. (All businesses in the platform, no matter what their role is, are loaded as business customers and all individuals no matter what their role is are loaded as personal customers.)
  1. Navigate to customers > business customer search.
  2. Filter for the business details to make sure they do not already exist.
  3. If it does not exist, click the add icon in the top right hand corner of the page.
  4. Add all the business details and Save.  See here for details.


4. Once the business customer has been saved, click the hamburger menu > roles > insurer.

5. Complete the details on the page to add the business customer as an insurer.

6. Once the information is provided click on  button to save the details or if you would like to exit out of this, click on the  button.


If the business customer details already exists, you can also add the insurer directly from the insurer menu.

1. Click on  icon to create a new insurer.

2. Select the existing business customer and complete the details on the page. 

3. Once the information is provided click on  button to save the details or if you would like to exit out of this, click on the  button.

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