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Adding Cover

How to add what your client is insuring

A
Written by Annelli Bradbury
Updated over 2 weeks ago

"2. Cover".

  • This is where you will select the type of cover you require from the products on the page.

  • Select a product

  • On the right hand side of the screen, the covers under the product will come up.

  • These will all be automatically "on" and if you do not require them, you will need to change them.

  • To remove Money & Assault - change the toggle and it will be greyed out

  • Press Continue on the bottom right of the screen

    Risk Addresses

  • The contact client address will appear at the side of the screen.

  • Click on + Add

  • Click the pencil to change from map to street view.

  • Click on "Pick from Street View"

  • Press Update to save this view.

  • If you need to add another property then you will need to click on the purple +Create button.

  • This will bring up the following pop up that will need to be filled in with the new property details.

  • Once the new property is entered press the Add button and it will appear on the page.

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