Insurance Details
Purpose
Records
the details of an external insurance policy held by the loan client
The
policy is normally a requirement of the loan
Timing
Insurance
policy details may be added or edited at any time
Access
from a Lending Account Details dialog
Dialog Details
Details Specific Fields
Field | Explanation |
Insurance Company | [F2] to select the Insurance company This will display the Client Browse External Insurance companies are set up as Clients, not as Insurers |
| Policy Number | Enter the Insurance Policy
Number |
Details | Enter any other Details
regarding the policy |
Expiry Date | Enter the insurance policy
Expiry Date |
Cover Amount | Enter the Amount of Cover
provided by the insurance policy |
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