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Home > Training > Payments > Administration > Adding Insurance Types
Adding Insurance Types
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Users with administration privileges can maintain the list of Insurance types for your Ventures site.  The Insurance Types will appear within a Funded loan record in Tracking > Insurance > Insurance Types drop down options.

 From Ventures:

  • Click on the cog/gear wheel icon to access the Administration menu.
  • From the left side menu select Reference a submenu will appear
  • In the submenu click Collateral, another submenu will appear
  • In the submenu click Insurance Types. 
  • Click on the Add button to Add a new Insurance Type
  • Type in the name of the Insurance Type
  • Make sure the checkbox labeled Active is checked off
  • Click Save

 

To view of the Insurance Type added:

  • Access a Funded loan in Ventures
  • In the Overview menu of the loan click Tracking
  • In the Tracking menu click Insurance
  • Click on the Add button to add a new Insurance record or if it is an existing Insurance record click on the hyperlinked record to access the Insurance Type drop down
  • Click on the Insurance Type drop down - the newly created Insurance type should now be visible

 

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