Back to Industry Packs
Industry Packs
Insurance: policies, renewals and claims
Manage policies, renew them and record payments, and resolve claims.
2 min read
The Insurance pack has a summary tab and three lists.
- Policies
- Renewals: renew a policy and record payments.
- Claims: resolve or approve claims. Approval is controlled by its own approve permission.
Each list has view, create, edit and delete permissions, customised per role.