Add an Insurance Policy to an Organization

You can add the details of an insurance policy to an organization, such as a liability or indemnity insurance policy.

To add an insurance policy to an organization:

1. Navigate to the organization record.
   You can search for organizations in the Activity Zone. For information, see Search for Organizations.
2. In the Insurances section, click .
3. 
   
   In the Add/Edit Insurance dialog box, enter the details of the insurance policy.
4. Click Save.