How to create Insurance Types in Insurance Tracker app?

Updated on August 5, 2021 06:53AM by Admin

Apptivo’s Insurance Tracker app is used to add and manage your insurance and get it renewed on time. Additionally, it allows you to customize your insurance tracker as per your preferences. Let’s go through the steps to create a new insurance type.

Steps to Follow

  • Login and access your Insurance Tracker app and click on the More(...) icon and select Settings.
Insurance Tracker

  • On the Settings page, click on the Insurance Tracker drop-down and select the Insurance Types.
  • From the Insurance Types page, click on the Create button.

  • The Create Insurance Type pop will come to view.
  • Enter the Name and description.
  • Then, click on the Create button.

  • A new insurance type will get created. You can edit or disable the created insurance type using the icons under the Actions.

  • Now, go to the home page and click on the create button.
  • On the Create Insurance page, you can view the created insurance type in the dropdown list.