How to Set up Custom Fields

Select Setup Custom Fields from the Agency Tools menu.

You can add a detailed list of customizations to a policy and the value for each. Click on <Add New Coverage>, type in the custom coverage description and press Enter. You may then click on the Value field next to your custom coverage, type in a description and tab out of the field.

NOTE: You may set up reoccurring coverage items for a specific policy type by using the Setup Coverage Fields button. The detailed training for using this area will be covered in another document called Agency Tools.