To add a Policy Type not listed in InsurancePro:

1. On the Main Menu Screen, click on Agency Tools and select Setup Custom Fields.
2. The current Policy Types available are listed in the first column.
3. Click in the field just below Policy Type.
4. Enter your new policy type.
5. Click on the Add button at the bottom of the screen to add this new policy type to the list.
6. To add Custom Fields and Values for your new policy types:
   • Highlight the Policy Type that you wish to add this information for.
   • Click in each column's top entry field and enter this information.
   • Click on the Add button at the bottom of the screen for each column.
7. Click on the Done button at the bottom right of the screen to exit once you have completed entry for all of your Policy Types.