Insurance Module

Insurance Module


 You will find links below to 2 Insurance Module Training Guides which take you through setting up insurance policies in CPL and running through the insurance claims process.


    • Related Articles

    • Insurance Building Policy Interest Charges Addition

      Please click on the image below to access the Helpsheet for Insurance Building Policy Interest Charges Addition.

    • Insurance - Receive Documents into Policy and Display in Client Accounts

      Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.

    • Development Financial Tab

      Please click on the image below to access the Development Financial Tab Training Guide.

    • CPL Release Notes

      In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. Version Release Date Click to View Notes Client Portal 3.2B 24th April 2025 Connect 3.2B 24th April 2025 2.73 2nd April 2025 2.72 19th March ...

    • Mail Merge Fields

      This article is part of the Mail Merge section. Find all related articles here: Mail Merge When editing a template during a mail merge, use fields from only one View/Table. Here are the mail merge fields available for your templates: With the add-in, ...