Create Insurance Policy

BFS Version: 2.02

Insurance Policies are created in the Insurance Overview on the Insurances tab for a customer.

The person needs an account before a policy can be created. It is for this account that all the transactions will be conducted.

The Create Account button on the Insurance Overview is the same button as the one on the Account Overview tab.

  1. Click on "Create Insurance Policy"
  2. Click on "Choose" to select the account that will be associated with the insurance policy.

  3. Check the box to the left of the account to make it selected.

  4. Next choose the Insurance Program in the dropdown. The dropdown contains all insurance programs with the status "Active".

  5. Fill out the form. Properties marked in red are mandatory.


© 2009 - 2023 Huddlestock Technologies AB All rights reserved | Huddlestock Terms of use | Support portal