You can create a single, complete insurance record for each supplier — including documents, policy details, and multiple coverage amounts — all in one place.
How to Create a Supplier Insurance Policy
Go to the Insurance Hub and select New Policy.
Choose Supplier's Insurance from the dropdown.
Uploading Documents and Entering Policy Details
On the new insurance record page, upload policy documents on the left. Drag and drop files or click to browse.
On the right, complete the policy details. Required fields include Policy Number, Insurance Type, Insurer Name, Start Date, End Date, and Cover Amount.
Note: Complete all required fields to save the policy and keep your records compliant.
Adding Multiple Coverage Amounts
You can record every cover a supplier needs under the same policy — each with its own label and amount.
Open the policy and click Add Coverage.
Enter a clear label and the amount for the cover.
Repeat for each additional cover you need to track.
Click Save when finished.
Note: Each insurance record supports multiple coverage amounts. Use clear, descriptive labels for each cover to simplify reviews and audits.