How to set up and edit Insurance Plans

How to set up and edit Insurance Plans


How to add an Insurance Plan to your account

Insurance plans can be added and updated in Settings/Addon/Insurance

 

To add an insurance plan to your Addon's, Enter the Insurance Provider Name, Insurance Provider ID, Email ID, Contact Number, Website, and Address details in the form.

Note:

Insurance Provider Name is the name of the insurance company providing the insurance. 

Insurance Provider ID is a unique identification number used by the Insurance Provider.

Click Add Plan.

Enter or Select the Storage Type and Location where the plan is valid.  Enter the Plan Name, amount of Coverage, cost of Premium, and Business Premium of the plan.

Click Save.
The insurance plan will be added to the account.

If you want to add another insurance plan, click Add Plan, enter the required details noted above and Save.

 

How to Edit an Insurance Plan

To edit an insurance plan, click on the edit icon in the Actions column.

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Edit any field to which you want to make changes. Once all of the changes are made, click Update

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All the changes will be successfully saved.

How to Delete an Insurance Plan 

To delete an insurance plan, click on the trash icon in the Actions column.

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When you click Yes in the confirmation popup, the selected insurance plan will be deleted permanently from your application.

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