Adding a New Supplier Insurance Policy

  • Updated

This guide will walk you through the process of adding a new insurance policy for your suppliers or contractors. It is crucial to keep track of your supplier's Public Liability cover or other relevant insurance policies. By following these steps, you can ensure all insurance records are current and easily accessible.


Starting the Process

To begin tracking a new insurance policy:

  1. Navigate to the required Supplier Contact.
  2. Click on the Insurance tab from the left-hand menu.
  3. Select Add Insurance to create a new policy record.


  1. Navigate to the Insurance Hub from the Dashboard 
  2. Click New Policy to begin. 


Note: A visual indicator is present next to the Insurance tab heading. A red dot signifies an expired policy, while an orange dot indicates policies that will expire soon.


Entering Insurance Details

With the Add Insurance option selected:

  1. Fill in all pertinent details for the supplier's insurance policy in the provided fields.
  2. To attach a policy document, use the Documents section. Once attached, you can edit, delete, or download the document by hovering over the document name.
  3. Under Assign to, pick the Re-Leased user who should receive the policy expiry reminder.
  4. Reminders default to 30 days before the policy's expiry, but you can set a custom reminder date by checking the Set custom reminder option.
  5. Click Save to complete the entry of the policy details.

The policy will now be listed under the supplier's insurance policies, and the assigned user will see an upcoming expiry reminder on their Dashboard.


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Dashboard Reminder

Reminders appear within a purple tile on the Dashboard and provide the following options upon clicking:

  • Mark the reminder as complete.
  • Go to the Insurance policy record for editing.
  • Visit the Contact record.
  • Add a Note to the policy.
  • Send a reminder email to the Contact.

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