The Insurance Hub gives you a centralised view and management tools for all supplier and tenant insurance policies across your portfolio — from a single screen.
Accessing the Insurance Hub
Navigate to the Dashboard and click on the grey tile in the lower right to enter the Insurance Hub.
Viewing Policies
The Hub opens to an unfiltered list of all Supplier's Insurance policies by default. Switch between Supplier's Insurance and Tenant's Insurance using the tabs at the top.
Use the Search bar on the left to refine the list.
Click Filters on the right to open a side panel with additional filter options.
Managing Policy Contacts (Supplier's Insurance only)
If a policy has multiple contacts, a number appears next to the contact name. Hover over it to see all assigned contacts and their companies.
To manage contacts, click the Contextual Menu [...] for the policy and select Manage policy contacts.
In the side panel, add or remove contacts and save your changes.
Adding New Policies from the Insurance Hub
Click Create new policy in the top right corner.
Select the insurance type for the new policy.
Add at least one Contact or Tenancy using the Add functionality at the top of the creation page.
Downloading Reports
Click the Download as dropdown in the list view.
Select your preferred file format (PDF or CSV) — the report reflects the filters currently applied.
Actions on Individual Policies
Click the Contextual Menu [...] beside a policy to manage contacts, edit, send an email reminder, or archive.
Bulk Actions (Supplier's Insurance only)
Use the checkboxes to select multiple policies.
Click Bulk actions and choose Send email reminder or Archive policies.
For bulk reminders: verify contacts and email addresses on the confirmation screen, select a template, and click Email insurance reminders.
For bulk archive: confirm your intent in the pop-up, then click Archive.
