From the View Client With Insurance Screen, click on the Add Action Button to start the Add Policy Wizard. This screen is Step 7.

Add Policy Wizard - Owner and Payor Overview

Advisors Assistant is Owner oriented.  This screen is designed to save as many mouse clicks as possible by presenting check boxes so that you can fill in fields without having to select the same name for each field.

 

 

Click on the fields below for more information about what these fields mean.

Owner

Primary Insured

Payor

Primary Beneficiary

 

You can just uncheck what does not apply when the fields are all checked.