To add a new client or policy:

1. From the Main Menu screen of Insurance Pro, click on Add a New Policy Or from the Clients menu, select Add a New Client. 
2. You will then be asked to select the type of policy you would like to create (i.e. Auto, Homeowner, etc), select one from the dropdown menu.
3. Once the Edit Policy Information screen appears, you can then begin entering information about your insured.
   • NOTE: If you click Save at the bottom of the screen before entering information on the other tabs, it will save the policy information and take you to the  Policy Summary screen.
4. Continue through each tab entering necessary information about your insured depending on what type of policy that was selected. 
5. Once you have completed all information on each tab, click on the Save button at the bottom right of the screen.
6. You will be taken to the Policy Summary Screen, where you can select several options relating to this insured such as printing a form.
7. Click on Done to complete this setup of a new insured.