Use this workflow to record existing critical illness coverage from current policy documents.
Add the policy
Open the client's Evaluation.
Go to Preliminary, then find Other Insurance.
Select Critical Illness when it is shown.
Open Insurance in the Evaluation navigation.
Complete only the critical illness fields shown in the workspace, using the client's current policy documents.
Select Save.
To review a current-position view, open Statements and select Critical Illness when available.
Add disability or long-term care coverage
In Evaluation → Preliminary, find Other Insurance.
Select Long-Term Disability, Long-Term Care, or both when shown.
Open Insurance, complete the visible fields from current policy documents, and select Save for each record.