> For the complete documentation index, see [llms.txt](https://wheel-erp.gitbook.io/wheel-erp-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wheel-erp.gitbook.io/wheel-erp-user-guide/insurance.md).

# Insurance

Go to the side bar menu and select "Insurance." This will take you to the Insurance page.

<figure><img src="/files/EtQwuP1BgIkYiijzoKXR" alt=""><figcaption></figcaption></figure>

Click on the "Add New Insurance" option.

<figure><img src="/files/Ve8750vs8PM3XKgpqKAQ" alt=""><figcaption></figcaption></figure>

Enter the policy number as per your business preference.&#x20;

Choose the client associated with the insurance plan.

Select the duration of the insurance plan.

Choose the relevant company and subcategory for the insurance.

Define the start and end dates of the insurance plan. Specify the expiration date of the plan.

Enter the number of days prior to the due date to notify the customer.

Input the base amount of the insurance and the tax percentage. The total amount will be calculated automatically.

Provide a description for the insurance plan.

Click "Save" to record the entry.

<figure><img src="/files/HmvkjAv9vZ2rl5ETNAxb" alt=""><figcaption></figcaption></figure>

* After saving, the new insurance plan will be listed on the main Insurance page.
* Based on user privileges, you can view, edit, or delete the entry.
* Use the available filter options for easy access to the data.