If you have someone in the office who can add risks for you but is unable to do the Mid-Term Adjustment then this is for them!

Under the Client Overview is "Asset Management"

For this example we will add a vehicle to the policy - click on "Vehicles" and you will be taken to a screen that shows all the vehicles currently on the policy.

At the top of the page, select "+ Add Vehicle"

This will then bring up the "Add Vehicle" screen and the Registration can be put in.

When an MTA is done to add the vehicles they will appear on the risk page ready to be added.

The same process can be done for properties.