Browse insurance policies
Click Accounts → Insurance in the sidebar. The Insurance policies list includes policy, household, insurance type, carrier, policy number, premium, coverage, and renewal details. Use Insurance type, Filter, or a saved view to narrow the list. Click a policy to open its household and edit the policy.Add an insurance policy
1
Open the household
Select a client or prospect and open the Records tab.
2
Open the accounts section
For a client, expand Accounts, insurance, and annuities, then click Add account, insurance, or annuity → Insurance policy. For a prospect, expand Insurance and click Add insurance policy.
3
Choose the policy category
Select Life or Property & casualty under Insurance type.
4
Enter policy details
Add the Policy name, carrier, policy number, dates, owners, insured people, premium, and coverage details that apply.
5
Save the policy
Click Add policy. The policy appears on the household and in Accounts → Insurance.
Policy details
Available fields depend on the insurance type.- Life policies — Track the life policy type, permanent policy type, term duration, convertibility, face amount, death benefit, cash value, owners, and insured people.
- Property and casualty policies — Track the policy type, effective and renewal dates, named and additional insureds, deductibles, and agent or broker.
- Premium and servicing — Record premium amounts, payment frequency, carrier details, and servicing information.