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Managing Loss Types and Unit Types (Admin Only)

Table of Contents:

I. Loss Type

II. Unit Type

I. Loss Type:  To add and manage the different types of loss that your company handles such as Fire, Flood, Hail, etc.:

1. Click on the Settings tab

2. Click on Loss Type

3. Check the box and enter the new Loss Type

4. Click Add/Save Changes


II. Unit Type: To add all of the different types of Units for the claims that you are handling (Residential, Commercial, etc):

1. Click on the Settings tab

2. Click on Unit Type

3. Check the box and enter the new Unit Type

4. Click Add/Save Changes





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