---
title: Manage staff's insurance
slug: manager-guide/manage-insurance
description: Learn how to manage the staff's insurance in Marco.
createdAt: 2023-08-11T02:43:30.652Z
---

:::hint{type="success"}
**Who can use this feature:**
\- Admin Managers - Payroll Managers
:::

Add, edit, or delete insurance plans for your staff, so that they will be able to view their insurance plans and details in Marco.

***

# Add staff's insurance plans

**To add the staff's insurance plan:**

1. Go to **People**.
2. Select a staff > **Insurance**.
3. Select **New Insurance**.

   The Create Insurance screen appears.
4. Enter the following details for the insurance plan:
   - Insurance Plan Name
   - Plan Start Date
   - Purchasing Type (Group, Personal)
   - (Optional) Number of Dependents
   - (Optional) Plan End Date
   - (Optional) Insurance Premium and Frequency
   - Insurance Coverage (In Patient, Out Patient, Term Life, Maternity, Personal Accident, Dental, Vision)
5. Add any Coverage Notes.
6. (Optional) Upload any insurance documents.
7. Select **Save Changes**.

***

# Edit staff's insurance details

**To edit the staff's insurance information:**

1. Go to **People**.
2. Select a staff > **Insurance**.
3. Under the insurance plan, select **⋮** (three-dot icon) > **Edit**.
   The Edit Insurance screen appears.
4. Update the relevant information.
5. Select **Save Changes**.

***

# Delete staff's insurance plans

If you delete an insurance plan, the action cannot be reversed. All deleted plans can be viewed in Deleted Items.

**To delete the staff's insurance plan:**

1. Go to **People**.
2. Select a staff > **Insurance**.
3. Under the insurance plan, select **⋮** (three-dot icon) > **Remove**.