How to add a policyholder to a plan

Add a policyholder to a plan

To add a staff, vehicle, or gadget to a plan:

1. Log in to your dashboard and click on Plans from the Nav bar Menu
2. Select the plan by clicking View
3. At the top right side of the screen, tap More
4. Select Add Staff/vehicle/gadget
5. Choose a method of adding to the plan – Manual, batch, or staff list. 
6. Complete the process by providing the basic information needed to invite to the plan.
7. You can choose to activate the policy immediately or afterward.  

Note: If there is no available slot, you will make payment for the policy added.