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