Create a Policyholder

  1. Log in to Socotra Connected Core

  2. Click the Create dropdown

    ../_images/create-dropdown.png

  3. Choose New Policyholder

    ../_images/new-policyholder.png

  4. Fill out the Policyholder details

    ../_images/policyholder-details.png

  5. Click Create

    ../_images/create-button.png

  6. Connected Core displays your newly created policyholder

    ../_images/new-policyholder.png