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OMNIMax Help Manual
>
Client Management
>
Clients
>
Insurance
The Insurance tab is where you can analysis the Insurance needs for your client.
To view analysis information of your client's insurance need please see
Insurance Dashboard
To view how to add or edit your client's insurance needs please see
Insurance Needs Analysis
.
To view how to add or edit your client's existing insurance policies please see
Insurance Policies
.
Subpages
(3):
Insurance Dashboard
Insurance Needs Analysis
Insurance Policies
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