Insurance
6 articles
Supplier Insurance: Multi-Coverage SupportHow to create a supplier insurance policy in Re-Leased with multi-coverage support — upload documents, enter policy details, and add multiple labelled coverage amounts under a single record.
Managing Supplier Insurance Policies for Multiple ContactsHow to manage multiple contacts on a supplier insurance policy in Re-Leased — add or remove contacts from a policy and send insurance reminder emails to multiple contacts.
Managing Property InsuranceHow to manage property insurance in Re-Leased — view, add, edit, archive, and renew insurance policies from the Insurance tab on a property record.
Adding a New Tenant Insurance PolicyHow to add a tenant or lease insurance policy in Re-Leased — add from the tenancy record, enter policy details, attach documents, assign expiry reminders, and view reminder tiles on…
Managing Supplier Insurance PoliciesHow to manage supplier insurance policies in Re-Leased — view expiry status, edit and renew policies, download audit trails, and archive or restore policies from the supplier contact record.
Understanding the Insurance HubOverview of the Insurance Hub in Re-Leased — view, search, and filter supplier and tenant insurance policies, manage contacts, add new policies, download reports, and perform individual or bulk actions.