Sub-Types

Sub-Types

Sub-Types further define the Types of insurance you sell.  A Sub-Type is a child of a Type (parent).  Adding a Sub-Type to a policy can provide even more detail on the types of products sold.

Sub-Types
Type
Sub-Type
  1. Life
  1. 10 YRT
  2. 20 YRT
  3. 15 YRT
  4. 20 YRT
  5. Whole Life
  6. Universal Life



Add

  1. Go to the Main Menu.
  2. Click Data – Types & Sub-Types.
  3. Click the box next to a Type.
  4. Click ADD SUB-TYPE.
  5. Complete the required fields.
  6. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Data – Types & Sub-Types.
  3. Click the box next to a Type.
  4. Click the Sub-Type name.
  5. Make changes.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Data – Types & Sub-Types.
  3. Click the box next to a Type.
  4. Click the box next to the Sub-Types to delete.
  5. Click the delete icon . Deleting a sub-type will remove it from any policy linked to it. This action is irreversible.
  6. Click CONTINUE.

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