Step 1- Click on the SETTINGS menu.
Fig. Step 1.
Step 2- Click on the Services sub-menu.
Fig. Step 2.
Step 3- Click on the +Create New button.
Fig. Step 3.
Step 4- Click on the box to establish a Name.
Step 5- Click on the drop-down list and select Insurance.
Step 6- Click on the drop-down list and select Office.
Step 7- Click on the SAVE button.
Fig. Steps 4, 5, 6 and 7.
