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Managing Loss Types and Unit Types (Admin Only)

Understanding how to manage and add loss types and unit types in your settings.

Loss Type

To add and manage the different types of loss that your company handles such as Fire, Flood, Hail, etc.:

1. Click on the Settings tab

2. Click on Loss Type

3. Check the box and enter the new Loss Type

4. Click Add/Save Changes

Unit Type

To add all of the different types of Units for the claims that you are handling (Residential, Commercial, etc):

1. Click on the Settings tab

2. Click on Unit Type

3. Check the box and enter the new Unit Type

4. Click Add/Save Changes

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