The Insurance Activity file records insurance policy details and their coverage.
The Insurance file provides a Coverage table which allows for multiple types of cover to be recorded for the same policy, as well as periodic renewals of cover under the same policy. Other data recorded can include details of policy number, insurers, agent/brokers, insurance type, file number, and coverage (type, start and end date, date secured, value in local and foreign currencies, excess, premium, notes). You can make explicit links directly to objects that have special cover.
The Insurance file also includes an additional window called Activity Values. This window shows object values from other Activities records that have been linked to the Insurance record. The Activity Values window is read-only.
