Groups, Linked Policies

The point of linking is so that afterwards you can easily locate the associated policy. From a technical point of view, linking policies is similar to grouping them, though a link can only exist between two policies, for example…

· A Motor policy linked to a Legal Expense one

· A Mortgage linked to an Endowment

· A Bond linked to an Annuity

Creating The Link

To link two policies together, starting from the Main Menu…

· Click the “Policies” button

· Click on and thereby highlight one of the policies to be linked (e.g. by scrolling to it, or using the “Binoculars” button to find it)

· Click the “Signpost” button

· Click “Link policies / Link current policy to another”

· Read then click “OK” on the “Link To Policy” dialogue

· Click on and thereby highlight the other policy to be linked (e.g. by scrolling to it, or using the “Binoculars” button to find it)

Displaying Linked Policies

Thereafter, any time you’re working on a policy and need to quickly find one linked to it, starting from the Main Menu…

· Click the “Policies” button

· Click on and thereby highlight one of the linked policies (e.g. by scrolling to it, or using the “Binoculars” button to find it)

· Click the “Signpost” button

· Click “Link policies / Display policies linked to this”