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 | |
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