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