UPDATE INSURANCE INFORMATION IN MATRIX HAT WRITE UP
Purpose: The purpose of this hat write up is to show the standard way of updating the insurance information in matrix.
Originator: Juliana Gomez Date: 8/26/2020
Post’s Concerning: Property Insurance IC
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Steps:
Go to the Trusts app in the Matrix
Search for the Trust that you want to update the insurance information for.
Once you are there, click on the edit button. 
Click on the insurance tab
Click on the purple arrow
Write monthly estimated in the “Sale Price” box
Write the coverage amount insured in the “Amount insured” box
- Click on the save button.
Then click in the save button on the top left corner. 