Add policy

In order to add a new policy at first you must add a client. In the view of clients select name of your customer then on upper toolbar click icon:

  to add  a vehicle insurance policy

  to add a property insurance policy

    to add a life insurance policy

   to add a  fleet of vehicles policy type

Clicking on any of those icons will open a new window with different tabs:

In left corner of add/edit policy window 2 icons "copy" and "paste" are displayed. You may use them to transfer all data from one policy to another policy without retyping all the information.

See video tutorial ADD A POLICY