TCMASSIST

TCM Assist - How to edit an insurance policy?

How to edit an insurance policy?

Below is a step-by-step process for editing an insurance policy, as well as an explanatory video.

Steps to follow

  1. Go to the “Configuration” section.
  2. Click on the “Edit Insurance” button.
  3. Click on the “Edit” button for the insurance you wish to edit and a form will open.
  4. Click on the “Title” field and edit the name.
  5. Click on the “Description” field and edit the description.
  6. Finally, click on the “Save” button.

:video_camera:Explanatory video

The video is subtitled in English by default. You can change this to the language of your choice in the video settings.