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.
    • Invoicing

      You will find links below to Invoicing Guides and Helpsheets which will guide you through the process of generating client invoices in CPL. Invoicing Guides and Helpsheets Processing Owner Charges for Actual - Client Invoicing Training Guide v1.0 ...
    • 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 2.66 11th December 2024 2.65 27th November 2024 2.64 13th November 2024 Connect 3.2A 31st October 2024 ...