How do I add a policy to a client?
Use + Add under the client's product section, or the Add Client form for a brand-new client.
Steps
- Open the client and click + Add under the relevant product section.
- Fill Carrier, Policy Number, Policy Type, Effective Date, Premium, Premium Frequency (Monthly / Annual), and Draft Day of Month.
- Optionally upload the policy PDF, it auto-scans to fill the fields.
- Click Add Policy. New policies save as Active.
Premium Frequency matters for the Scoreboard: monthly premiums are annualized (×12). Sale Date is only captured in the conversion flow. Policies added directly fall back to today's date for ranking.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.