Setup & Configuration

Modified on Wed, 5 Nov at 4:05 PM

INSIGHT Tutorials


Tip for a better viewing experience:  To make it easier to follow along and absorb the content, click the maximise button to watch the video in full screen mode. This helps reduce distractions and makes on-screen details easier to see.
Add & Edit an Insurer
 Add a Class of Risk




Add a Credit Card Fee
Add a Logo




Add Custom Categories for Client, Insurer & AR Profiles
Add Sales Teams & Service Teams




Add Sunrise Insurers & Products
Add SCTP Insurers & Products




Configure for Instalments
Create Mandatory Fields for Client, Insurer or AR Profiles




Create Task Types, Task Status Types & Task Queues
Enable Instalments for SCTP Products




Set Commission Rates for Insurers & Classes of Risk


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article