This page will guide through the process of adding member insurance details on Class. Adding member insurance details will flow through to the Member Statement Report as follows:
Navigate to Fund Level > Members > Browse Members
- Click on the name of the relevant member
- Click on the Member Details tab
- Enter the Insurance Amounts outlined below
- Click Save
The insurance details will appear on the following section of the Member Statement report:
What's Next?
Learn how to process a Member Insurance Premium