On the main menu down the side of the page, go to Products:
Near the top of the page - click on the green "New Product"
This will bring you to a new page where you can create the product you need
Click on "Select" and a new window will pop up
This is where you are going to create the product you need - making sure that you select the correct Product Type and then press "Create"
This will the take you to a new screen with the Product name and it will show as "inactive"
On this page you will have various sections that need to be checked/added
Under "Available Coverage" you will select all of the covers that you require from our menu of available options - if one isn't there that you need, let us know and it can be added.
Demands & Needs will be auto-filled depending on the covers that you have chosen
Standard Limits - these can be set for each section where required.
Insurance Providers are who you are going to use to quote for the insurance - if one you use isn't there we can add that for you.
Risk Captured Form is the questions that you will ask to get a good understanding of the risk - a fact find.
Insurer Risk Appetite can be added as can any shared documents.
This information can all be shared and then back on the main page, it will need to be created into an "Active Product" and this is done by moving the toggle button next to "Product Active"
Then press "Save Settings"
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