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Insurance
Add Assets or Participants to a Policy

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Add Assets or Participants to a Policy

Add insured assets or insured participants to define what or who is covered by the policy.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
User Permissions Needed
To create an insurance policy: FSC Insurance, Insurance Brokerage Foundation Insurance Brokerage Policy Management, and Insurance Brokerage Policy Management User Advanced
  1. From the Insurance Policy, on Insurance Policy Assets or Insurance Policy Participants related list, click New.
  2. Enter the required details.
    The Standard Premium is required and is used to calculate the Term Premium automatically based on the policy effective dates. You can optionally enter Standard Tax and Standard Fee values. However, for billing and proration, taxes and fees should be defined using Insurance Policy Surcharges. All taxes and fees used for billing must come from the surcharge entity.
  3. Save your changes.
 
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