> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bridgepointhq.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Additional Insurance
> Record a client's auto, dental, and homeowners insurance policies alongside their benefit programs, from the Additional Insurance tab on the client profile.
Beyond the health-coverage programs tracked as [cases](/cases/overview), BridgePoint CRM lets you record a client's other insurance policies on their profile. The **Additional Insurance** tab keeps auto, dental, and homeowners coverage in one place so staff have a complete picture of what the client already carries.
Open a client profile and select the **Additional Insurance** tab. A segmented control at the top switches between the three policy types:
Each type shows the client's saved policies as cards. Use the add button to record a new policy, or edit an existing one. **Carrier** is the only required field on every form — everything else is optional so you can capture as much or as little as the client provides.
## Auto insurance
Records the client's vehicle coverage.
| Field | Notes |
| ----------------- | -------- |
| Carrier | Required |
| Policy number | Optional |
| Effective date | Optional |
| Cancellation date | Optional |
| Premium | Optional |
An auto policy can also hold associated **drivers** and **vehicles**, so you can record who is covered and what they drive under the policy.
## Dental insurance
Records standalone dental coverage.
| Field | Notes |
| -------------- | -------- |
| Carrier | Required |
| Policy number | Optional |
| Member ID | Optional |
| Group number | Optional |
| Effective date | Optional |
## Homeowners insurance
Records the client's property coverage.
| Field | Notes |
| ----------------- | -------- |
| Carrier | Required |
| Policy number | Optional |
| Property address | Optional |
| Effective date | Optional |
| Cancellation date | Optional |
| Premium | Optional |
| Dwelling coverage | Optional |
Additional Insurance is a record-keeping surface — these policies are separate from ACA and Medicaid **cases** and do not appear on the Cases board or in the ACA Pipeline. Editing a policy requires the same access as editing a client profile (Case Manager or above).