Use this task to expire insurance coverage when an insurance plan is no longer valid.
From the Create Account / Insurance tab or Create Person / Insurance tab, in the Active Insurance tab, select the insurance plan to expire.
Click Expire. The insurance plan moves from the Active Insurance section to the Inactive Insurance section.
New > [Object]
Create Account / Insurance Tab
Create Person / Insurance Tab
Create Insurance Window
Update Insurance Window
Creating Accounts
Creating Person
Adding Insurance
Editing Insurance
Reactivating Inactive Insurance
People
People Page
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