How do I get our insurance policies into Saral?

Accounts → Insurance (/accounts/insurance). Two ways: 1) Drop the insurance schedule on the Cover tab — the broker's schedule or the whole renewal folder is read; a cover not yet on the register becomes a policy, a period following the current term becomes this year's renewal, blanks on a term already held are filled, and the paper is filed on every policy it touched. A figure that differs from what is on file waits for Use the schedule's figures. 2) New policy by hand: the cover, a name, the broker, and its term — insurer, policy number, period, limit or sum insured, excess, gross premium with IPT and fees, how it is paid and instalments, any premium finance. Then attach the schedule, certificate and wording to the term on the policy's page. Editing needs insurance.manage.