You can add an insurance policy to a tenancy directly from the tenancy record. Once added, expiry reminders will appear on the Dashboard for the assigned user.
How to Add a Tenant Insurance Policy
Open the relevant tenancy and click the Insurance tab from the left-hand menu.
Press Add Insurance to begin creating a new policy record.
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 all relevant fields for the tenant's insurance policy.
To attach a policy document, use the Documents section. Once attached, you can edit, delete, or download it 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 date, check the Set custom reminder option.
Click Save to complete the entry.
Dashboard Expiry Reminders
Reminders appear as a blue tile on the Dashboard. Clicking the tile lets you:
Mark the reminder as complete.
Go to the insurance policy record for editing.
Visit the tenancy record.
Add a note to the policy.
Send a reminder email to the contact.
For North American customers, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.