Creating Custom Other Insurance Types

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Creating Custom Other Insurance Types

 

Custom insurance policies can be created and applied to the insurance templates.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.Click the Configuration tab.
 
The following screen displays:
 
GreenlightmainscreenConfigurationtab1-mh
 
Important: You can re-size your grid row height to display all the text in the row. Click in any row and use your mouse to drag the grid line up or down. This includes the header row.
 
The bottom grid displays the other policy insurance.
 

4. Add a new policy type here in the open row.
 
GreenlightmainscreenConfigurationtabotherpolicyinsurancegrid-mh
 

5.Select the items you want to track within the policy by clicking on the corresponding checkboxes.

6.Click Save, GreenlightSavebutton-mh.

 

The other custom policy types will now be available on the Insurance Templates tab.

GreenlightmainscreenInsuranceTemplatestabwithothercustompolicytypes-mh