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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 > Tracking > Insurance > Insurance Type drop down options.

 From Ventures:

  1. Access the Administration menu located on the upper right portion of Ventures
  2. From the left side menu select Reference > Collateral > Insurance Types
  3. Click on the green Add button to Add a new Insurance Type
  4. Type in the name of the Insurance Type
  5. Make sure the checkbox labeled Active is checked off
  6. Select Save

To view of the Insurance Type added:

  1. Access a Funded loan in Ventures
  2. Tracking > Insurance (left side menu)
  3. Click on the green 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
  4. Click on the Insurance Type drop down - the newly created Insurance Type should now be visible

 

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