You can associate multiple contacts with a single supplier insurance policy in Re-Leased — useful when a supplier works across several companies or when multiple people need to be tracked against one policy.
How to Add Contacts to a Policy
Navigate to the Insurance Hub from the Dashboard.
Click the Contextual Menu [...] next to the relevant policy, then click Edit.
Click Add contacts to policy (or click Manage Policy Contacts).
In the pop-up, use the search field to find and select contacts. Check the boxes next to the desired contacts.
Click Add contacts to policy to confirm your selection.
Click Save to apply your changes.
How to Remove a Contact from a Policy
Within the insurance record, click the Contextual Menu [...] then click Edit.
Hover over the contact's name in the Policy Contacts list and click Remove.
In the confirmation pop-up, click Remove Contact.
Note: At least one contact must remain associated with a policy at all times.
Sending Reminder Emails for Multi-Contact Policies
From the Insurance list page, click the Contextual Menu [...] next to the policy, then click Email Reminder.
On the create email page, the To field pre-populates with the first contact added to the policy.
Manually add additional contacts to the email if needed.