How to track client insurance policies
To track insurance in Rabbit Invest, open Business, then Insurance Tracker. You see total premium and how many policies are active, expiring or expired, plus the policy mix and top insurers. Policies lists every client policy with its cover period. Tap Add Policy to add a new one.
Steps
Open Business, then Insurance Tracker
All client policies in one place.
See total premium and policy status
Active, expiring and expired.
See the policy mix and top insurers
Where your clients are covered.
Open Policies
Every client policy with its cover period.
Tap Add Policy
Pick the client, add the policy, then the premium.
If something does not work
Will I see which policies are due for renewal?
Yes. Expiring policies are counted at the top, and renewals also show on Home.
