Insurance Tracking General Overview
This article will provide a general overview of how to: * Add Insurance Types (Site Administrator function) * Create an Insurance Tracking Record * System Insurance Letters * System Insurance Reports * You may also view the video [here][1] **[Adding Insurance Types][2]: **Insurance Types are Custom and ca…
Adding Insurance Types
# 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 …
