Add an Insurer to a client file

Please note: The Insurer needs to be entered in your Insurer List first

 

Step 1 - Open the Client's File

 

Step 2 - Click on 'Insurer'

 

Step 3 - Begin entering the Insurer and select the Insurer as it appears

 

Step 4 - Once Insurer is selected, Insurer Details will appear in Clients File. Click 'Save' when done

 

James Hogan -

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