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Insurance > Policies > Managing Policies > Tracking Parent Policies

Tracking Parent Policies

To allow tracking of a policy’s parent policy, add the parent policy to the Parent Policy Field on the child policy.

To track a parent policy

1. Select a policy.

   For information on selecting a policy, see Finding Records.

2. On the Policy Detail page, click Edit.
3. On the Policy Edit page, select the Parent Policy field, and select a policy.