Feb 20, 2025
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