Insurance Policy Manager

Keep track of your insurance policies and related documents.

The Insurance Policy add-on is great for tracking your insurance policies. It comes with a simple workflow, a folder structure to save your documents, and a list view.

Feel free to use this as-is or modify it to suit your needs.

Disclaimer

The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.