## Maintaining Policies

Step | Action
1. | Click the Links link.
2. | Click the Manage Insurance Claims link.
3. | Click the Maintain Policy link.
4. | Use the Maintain Policy Details page to replace the sample data with your own. Policies are made available when creating claims.
5. | Adding policies is a three phase process. You add the policy, then add the associated people and policy details. First, add a policy. Click the Add button.
6. | Specify a policy number. Enter the desired information into the Policy Number field. Enter a valid value e.g. "C55678".
7. | Click the OK button.
8. | Click the Product list.
9. | Click the Auto Insurance list item.
10. | Complete the remaining fields as necessary. In this example, the fields have been completed for you.
11. | Save the policy before adding people and policy details. Click the Save button.
12. | Use the People tab to add all persons associated to the selected policy.
13. | Click the Add button.
14. | Use the Enter the Person details dialog box to add contact information for the insured party.
15. | Complete the fields as necessary. In this example, the fields have been completed for you.
16. | Click the OK button.
17. | Complete the remaining fields as necessary. In this example, the fields have been completed for you.
18. | Finally, add the policy details. Click the Policy Details tab.
19. | Use the Policy Details tab to add assets and coverage types covered by the policy.
20. | First, add all assets covered by the policy. Click the Add button.
21. | Complete the fields as necessary. In this example, the fields have been completed for you.
22. | Add the coverage types for each asset. Click the Add button.
23. | Complete the fields as necessary. In this example, the fields have been completed for you.
24. | Save the policy again to include the additional details. Click the Save button.
25. | The policy C55678 is now added.
26. | Next, modify the expiration date for the asset. You modify any aspect of a policy in a similar manner. Click in the Expiration Date field.
27. | Enter the desired information into the field. Enter a valid value e.g. "12/4/2014".
28. | You can reverse any modifications to a single selected row using the Undo button. To save the modification, you would click Save instead. Click the Undo button.
29. | To delete a policy, you must first delete all associated people and policy details. Ensure the policy you want to delete is selected before removing the associated details. In this example, the policy has been selected. Click the People tab.
30. | Click an entry in the row.
31. | Click the Delete button.
32. | Confirm you want to delete Blake Chen. Click the Yes button.
33. | Click the Policy Details tab.
34. | Click an entry in the row.
35. | Click the Delete button.
36. | Confirm you want to delete the coverage type. Click the Yes button.
37. | Next, delete the asset. Click an entry in the row.
38. | Click the Delete button.
39. | Confirm you want to delete the asset. Click the Yes button.
40. | With the associated policy details removed, and the policy already selected, delete the policy. Click the Delete button.
41. | Confirm you want to delete the policy. Click the Yes button.
42. | Click the Save button.
43. | Policy C55678 is now deleted.
44. | You have completed the Maintaining Policies topic. End of Procedure.