💡: To manage policies your Roles must have the Access users and organization settings permission enabled. To change your Role or update your Role’s permissions contact your Aclaimant Customer Success Manager or email email@example.com. If interested in uploading policies, please visit this Support article for directions.
Setting up a new policy:
- Navigate to Settings, then Policies, then use the New policy button.
- Enter the Carrier, Policy number, and under the Periods section, at least one Effective date and Coverage type.
- Select Create policy. The new policy will be available for selection when creating or editing a claim.
4. Navigate to the Contacts sub tab and set up the Contact that you'd like the policy affiliated with and submitting forms/attachments to. Please review this article to complete those steps.