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Assigning an Insurance Agent & Class to a Client

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To assign an Insurance agent and class to a client

  1. From the navigation menu, select “Clients“.
  2. Select “Manage Clients“.
  3. Select the client you wish to assign insurance to by clicking it.
  4. Click “Edit Details“.
  5. In the client’s “Account Details“, fill in the client’s insurance agent details
    • Insurance Agent: Select the insurance agent/company you wish to assign to the client using the drop-down menu.
      • Insurance Agents need to be pre-added, for more information on adding an Insurance Agent, please refer to the tutorial “Adding an Insurance Agent“
    • Insurance Class: Select the insurance class you wish to assign to the client using the drop-down menu.
      • Insurance Classes need to be pre-added in the Insurance Agent’s profile, for more information on adding an Insurance Class, please refer to the tutorial “Adding an Insurance Agent Class“.
    • Client Insurance Number: Input the client’s insurance number.
  6. Click “Save” once done. 
    • The insurance copayment is then automatically calculated in the client’s invoices when the insurance class rules are met.


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