When completing your client's Fire and General advice Opportunity, you'll need to add new or edit existing Fire and General products. Once you have spoken to your clients about their future insurance needs, you'll need to make changes to their insurance products. To do this:

This will open the Opportunity Summary page of the Fire and General Opportunity. Here you can add any relevant information about the Opportunity. Please note that this information is not visible to clients, it is for your own personal information.

The Fire & General details section allows you to edit an existing insurance product, as well as add in any proposed products.

You can add current and proposed policies using the green buttons, or edit policies by clicking on the insurance policy. Clicking on a policy will open the Fire and General product modal, where you can add/edit product information, as well as add any relevant documents.

Once the client has decided which product(s) to hold moving forward, you'll need to complete the Opportunity to update the client's Profile.