Help centre · Accounts
Can Saral fill the broker's renewal questionnaire?
Open this screen in Saral/accounts/insurance?tab=declaration
Insurance → Declaration answers the broker's renewal form from the books: the figures the ledger and payroll history can give, the registers (vehicles, assets, sites) the form asks to list, and the questions only a person can answer, kept from year to year. Copy last year brings last year's figures and answers in as a starting point to confirm, never as an answer. The renewal pack names the proposer company set on Accounts → Settings → Insurance (blank = the account's head company).
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