How do I add insurance from the dashboard in LOXA?

Before you start

• You need access to the Dashboard and daily work workflow in your LOXA role.
• Have tenant or property, carrier, coverage, dates, and policy file ready before you begin.

Step by step

1. 1

   Sign in to LOXA and open Dashboard and daily work.

2. 2

   Select + Insurance in the dashboard action row

3. 3

   Enter or review tenant or property, carrier, coverage, dates, and policy file.

4. 4

   Review the record and select the available save, confirm, or continue action.

5. 5

   Verify that the policy appears in Insurance.