You can add an insurance policy to a matter through the Parties component.

How to Add an Insurance Policy 

  1. Navigate to Matters > [Matter Name]
  2. Select the Parties tab. 
  3. Choose the party that is the policy holder.
  4. Select the party's Dropdown > Insurances (Policy Holder).
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  5. Add key information about the policy.
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  6. Save.
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