Adding a policy to a client profile page is a straightforward process. This guide will walk you through the necessary steps to efficiently add a policy to your client's profile.

To successfully add a policy to a client profile, please follow the steps outlined below:

1. Navigate to a Client Profile Page: Begin by locating and accessing the specific client profile you wish to update.

2. Click the "Policies" Icon: On the left-hand side of the profile page, find and click on the "Policies" icon to access the policies section.

3. Click "Add Policy": Once in the policies section, look for the "Add Policy" button and click on it to initiate the policy addition process.

4. Select the Policy Type: From the available options, select the appropriate policy type that you wish to add to the client’s profile.

5. Fill Out the Rest of the Form: Complete the required fields in the form that appears, ensuring all necessary information is accurately provided.

By following these steps, you will be able to add a policy to a client profile with ease. If you require further assistance, please refer to our support page.