You can track supplier and contractor insurance policies directly in Re-Leased — including Public Liability cover and any other relevant policies. Policies can be added from the supplier's contact record or from the Insurance Hub.
How to Add a Supplier Insurance Policy
Option 1 — From the Supplier Contact Record
Navigate to the required supplier contact.
Click the Insurance tab from the left-hand menu.
Select Add Insurance to create a new policy record.
Option 2 — From the Insurance Hub
Navigate to the Insurance Hub from the Dashboard.
Click New Policy to begin.
Note: A visual indicator appears next to the Insurance tab heading. A red dot indicates an expired policy; an orange dot indicates a policy expiring soon.
Entering Policy Details
Fill in the policy details in the provided fields.
To attach a policy document, use the Documents section. Once attached, you can edit, delete, or download the document by hovering over the document name.
Under Assign to, select the Re-Leased user who should receive the policy expiry reminder.
Reminders default to 30 days before expiry. To set a custom reminder date, check the Set custom reminder option.
Click Save to complete the entry.
The policy will appear under the supplier's insurance policies, and the assigned user will see an upcoming expiry reminder on their Dashboard.
Dashboard Expiry Reminders
Reminders appear as a purple tile on the Dashboard. Clicking the tile gives you the following options:
Mark the reminder as complete.
Go to the insurance policy record for editing.
Visit the contact record.
Add a note to the policy.
Send a reminder email to the contact.