How to: Set Up Insurance Cards

You may accumulate information about each insurance policy on the insurance card.

To set up insurance cards

  1. In the Search box, enter Insurance, and then choose the related link.

  2. On the Home tab, in the New group, choose New to create a new card.

  3. Fill in the fields on the card. The No. field is required.

See Also

Tasks

How to: Set Up Insurance Types

Concepts

Insure Fixed Assets
Set Up Fixed Asset Insurance
Updating Insurance Information
Monitoring Insurance Coverage