Getting started

This guide takes you from an empty account to your first policy. Allow about an hour the first time.

Create your company account

1. On the homepage, choose Start free.
2. Enter your company name and say whether you are an insurance company or a third-party administrator (TPA).
3. Enter your own name, your work email and a password.
4. Open the email we send you and confirm your address.

You are now the main account of your company. The main account has full access to everything inside the company and is the only one who can change settings, users, roles and approval chains.

Your company starts with seven ready-made roles, nine customer emails, five letter templates and every module switched on. You can change all of them.

Find your way around

The menu on the left is grouped by the work people do:

Group	What is in it
Sales	Customers, leads, quotes, the underwriting queue, complaints
Policies	Policies and the products you sell
Claims	Claims and pre-approvals
Finance	Invoices, receipts and refunds, commissions
Network	Providers, agents and brokers, and client insurers for a TPA
Reports	Every report, with export to Excel and PDF
Settings	Company settings, users, roles, approval chains, templates, logs

On a phone, the menu opens from the button at the top left. The search box at the top finds customers, quotes, policies, claims, invoices and providers by name or number. The question mark next to it opens the guide for the screen you are on.

Set up your company

Do these once, in this order.

1. Company settings. Add your logo, address, currency, tax rate and policy fee. See Company settings.
2. Users and roles. Create a user for each colleague and give each a role. See Users and roles.
3. Approval chains. Decide which actions need a second pair of eyes. See Approval chains.
4. Products. Enter what you sell, with coverages and rates, then publish. See Products and rating.
5. Agents, brokers and providers. Add the people who sell for you and the hospitals or garages you work with. See Providers, agents and brokers.

Issue your first policy

1. Go to Sales > Customers and choose New customer.
2. Open the customer and choose New quote. Pick the product, the sum insured and the dates. The premium is worked out as you type.
3. Choose Finalise quote. The product's underwriting rules approve it, refer it to an underwriter, or decline it.
4. On an approved quote, choose Issue policy. The policy, its invoices and the commission are created together.
5. Open the invoice and choose Record payment when the customer pays.

From here on, the policy can be endorsed, renewed, cancelled or claimed against. See Policies and Claims and pre-approvals.

Try it with the demo company

If your installation includes the demo data, sign in as owner@demo.test with the password password to explore a company that already has customers, policies, claims and requests waiting for approval.