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