How to let users edit from, best practice?

Hey guys,

I have the below menu item, which is meant to follow the following process flow:

The user navigates to the insurance tab (for the first time) → hits plus button (or a button component that opens a form?) → inputs data → can view data and hit edit if necessary.

Ideally, this add + edit functionality is as a result of the normal component “+” on the top right. But I can’t seem to get it right.

I currently added a button to add (which disappears when data is inputted) and a button to edit, but that seems clunky.

So this Insurance tab will include a form where your users can add “related” data, stored in another table?

Why do you need the “add & edit” functionality instead of just “add”, and then edit later on in the “related” record?