The Insurance tab within the Review stage of the authoring workflow, if included, allows you to record insurance commentary, view policies imported from Xplan, and manually add/edit/delete policies where required.
š” Note: For the Insurance tab to appear and for insurance data to be included in the output document, Review Insurance must be ticked, either upon creation or enabled in an existing review
Navigating to Insurance
Open the relevant Review from your Dashboard or Reviews tabs
Progress to the Review chevron
Select the Insurance sub-tab
Include Insurance Commentary
The Include Insurance Commentary field controls whether a dedicated insurance commentary section appears in the output document & presentation.
Click the Include Insurance Commentary dropdown
Select Yes
Use this field to provide your overall commentary on the client's insurance position ā for example, noting whether coverage remains appropriate, any gaps identified, or changes recommended since the last review.