Add New Member’s Insurances

In black taskbar at top of screen click on “Back Office” and then “Members/People”

In one of the search boxes (e.g. Surname) type in the details for the person whose insurances need to change, then push Enter.

When you locate the correct person, click on the link “View member’s profile”.

This will take you to that person’s Profile homepage.

From menu on left, click on “Your Insurance Benefits”.

From tabs at top-right of this page, click on “Update Insurance Details”

Choose insurance type from Menu on left-hand side (e.g. VTI)

Fill in Benefit amount then push Tab key, the premium should automatically populate.

If person has loading (most don’t) then key in the loading amount.

Do this for all necessary insurances.