Linking Insurance Plans

When you link Trojan and an insurance plan, Trojan coverage information is displayed in the Insurance Plan window.

To link a Trojan and insurance company:

  1. Select List > Ins. Co. Enter the insurance plan name or identification number in the Find field or highlight the insurance plan in the list and press Enter. The Insurance Plan window is displayed.

  2. Select the Trojan plan from the Trojan ID drop-down list.

  3. Click OK. A message is displayed that informs you that Trojan data will overwrite existing data.

  4. Click Yes.