OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎Insurance‎ > ‎

Insurance Dashboard

The first time you go to the Insurance Dashboard for a client it will be empty. Firstly you need to do an Insurance Needs analysis and enter any existing insurance policies. You can perform an Insurance Needs analysis by clicking on the Insurance Needs Analysis tab and enter existing insurance policies by clicking on the Insurance Policies tab as shown below.

Once the needs analysis has been done and any existing insurance policies have been enter then the Insurance Dashboard shows whether the insurance needs have been met. The dashboard shown below illustrates that Arjun Life Insurance need is only covered by 17% and there is a insurance shortfall of Rs 1,00,20,382.