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Policy creation

How to configure an insurance policy

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 2 años

In this article we will show you how to easily create a new insurance policy in Insurance Policy Manager window.

Here you can also access the following steps after creating a new policy:

To create a new policy, please enter the Insurance Policy Manager window:

Click New Policy, which can be found to the top right corner of your screen:

Fill all the relevant information (marked with an asterisk):

  • Policy name

  • Commencement date

  • Start date

  • Type

  • Minor Company

  • Currency

  • Overall Annual Limit

  • Policy Level

Some policies require pre-authorization, please mark the pre-authorization box.

After filling all the policy relevant information, click Save.

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: January 31, 2022

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