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Product Settings - Insurance Companies tab allows you to manage list of insurance companies that are used in Termination Letter

Pre-requisites

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You can also save your search so you can use it later. To save it,1.

  1. Enter your keyword into the name field and/or the email field.

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  1. Click Save.

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  1. Enter the filter name and choose the filter type. Global means everyone can see you filter, while Private means only you can see it.

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  1. Save your filter.

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Actions on Insurance company list

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Actions

Description

Clicking this button opens the Edit popup for a particular record. Users can make amendment to any fields.

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