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Policy Types

Add, edit, or retire insurance policy types.

The Policy Types hyperlink in the Finance Options sidebar under Insurance allows administrators to add, edit or retire insurance policy types.

Policy Types Link

  • Click the category name or the calendar event icon to open the category name and export code on the right.
  • Change a category name or export code by typing into the text box, then click Save Change.
  • Add a new policy type category by typing a category name and export code in the text boxes under Add New Category. Click Add to confirm and refresh the page with the new category in the active list.
    Open Policy Type 
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