How do you view the clients Insurance cover

To view a clients insurance cover simply click on the clients Insurance Cover app.

Next, click on the Policies tab so as to display the clients insurance policies, this will take you to the full edit screen.

Note: Even though you were only on one client file, if that client has a partner and has been linked to the client file, you will automatically see the partners insurance details as well.

Once on this screen, click on the edit pencil beside the type of cover you wish to edit.

On this screen you will have a complete range of fields and comments to update (If required).

If the policy is held in Super, all stored Super Accounts will be displayed, if you have not set up an Super Account for your client then you will not have anything within the drop down menu.

Important Note: If you do not tell the system that the Policy is enforce the insurance details will not be displayed on the screen.