Adding contact insurance information

Your agency may require contacts to provide proof of insurance for various reasons, such as for a contractor doing work for the agency.

  1. Open the correct contact record.
  2. Select the Insurance tab in the Contact InfoViewer.
  3. Click Add above the Insurance Policies grid.
  4. Specify the number of the contact's insurance policy in the Policy Number field.
  5. Specify the type of policy in the Policy Type field.
  6. Specify any other information about the contact's insurance policy.
  7. Click Save.