Modifying Insurance Cards

When you receive information about changes in the coverage amount, you can enter the new information on the insurance card, to ensure that you analyze insurance policy coverage correctly.

To Modify Insurance Cards:

  1. Open the Insurance Card window.

  2. Browse to the insurance policy you wish to change.

  3. Change the relevant fields. For Help about a specific field, click the field and press F1.

  4. Close the window.