This step is crucial for defining who benefits from and is covered by the insurance policy.

• Navigate to: Client Administration > Search for a client > Edit Client > References .

• Enter Details for Each Person:

  • Title : Select the appropriate title.

  • Initials: Enter their initials.

  • Full Names: Enter their full names.

  • Surname: Enter their surname.

  • Gender: Select the gender.

  • ID Number: Enter the ID number if available.

  • Date of Birth: Enter the date of birth.

  • Relationship: Select the relationship this person has to the client (e.g., spouse, child, other family member).

  • Click Save. You can add multiple people here.