Add Funeral Insurance to the client
Navigate to: Click "Add a New MaxUp Payment". Complete Product Fields: Maxup product: Select a Funeral Insurance product
from the list. Product Inception Date: Enter the start date of the
product. Click Save. Select Covered People: Choose the individuals who
will be covered by this product from those added in the Select Beneficiary: Designate the beneficiary for the
policy. Print Documentation: Click the hyperlink to download
and print the Insurance documentation. Watch this video on
YouTube for a visual guide: 3.2.2 Add Funeral Insurance to the Client
Client Administration > Search for a client
> Edit Client > MAXUP.
References section.