Understanding the Insurance Hub

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Note: Users in Asia-Pacific and Europe will see references to "Arrears" and "Tenancies," while those in North America will see "Delinquency" and "Leases." To understand these regional terminologies better, please see our Glossary of Regional Terminology


This article is your go-to guide for navigating and utilizing the Insurance Hub effectively. The Insurance Hub offers a streamlined view and comprehensive management tools for keeping track of both Supplier's and Tenant's insurance policies. Here, we'll show you how to access the hub, view policies, manage contacts, add new policies, download reports, and perform actions on single or multiple policies.


Accessing the Insurance Hub

To start, navigate to the Dashboard and click on the grey tile located on the lower right side to enter the Insurance Hub.


Viewing Policies in the Insurance Hub

When you first land in the Hub, you'll see an unfiltered list of all Supplier's Insurance policies by default. You can switch between Supplier's Insurance and Tenant's Insurance by using the tabs at the top of the page.

  • To refine the list, use the Search bar on the left.
  • To further narrow down your search, click the Filters button on the right, which brings up a side panel with multiple filter options that you can apply.


Managing Policy Contacts (Supplier's Insurance only)

If a policy has multiple Contacts assigned, a number will be displayed next to the Contact name:

  • Hover over the number to view all assigned Contacts along with their associated companies.
  • To manage policy contacts, click the three dots menu for that policy and select Manage policy contacts.
  • In the side panel, you can add or remove contacts using the provided icons and save your changes.


Adding New Policies from the Insurance Hub

To add a policy:

  1. Click the Create new policy drop-down in the top right corner.
  2. Select the type of insurance for the new policy.
  3. Ensure you add at least one Contact or Tenancy using the Add functionality at the top of the creation page.


Downloading Reports from the Insurance Hub

For reporting purposes:

  • Click the Download as dropdown in the List view.
  • Select your preferred file format (PDF or CSV) to download the report, which will reflect the filters currently applied.


Performing Actions on Individual Policies

You can manage policy contacts, edit policies, send email reminders, or archive policies directly from the List view:

  • Click the Contextual Menu [...] beside the policy.
  • Select the action you wish to take.


Performing Actions on Multiple Policies (Supplier's Insurance only)

To manage policies in bulk:

  • Use the checkboxes to select multiple policies.
  • Click the Bulk actions button and choose either Send email reminder or Archive policies.


Sending Reminder Emails in Bulk

When sending reminders:

  • A confirmation screen will appear where you can verify contacts and email addresses.
  • Select which template to use and click Email insurance reminders to send.


Archiving Policies in Bulk

To archive:

  • Confirm your intent on the pop-up screen.
  • Click Archive to complete the action.

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By following these steps, the Insurance Hub will serve as a vital component in managing the complexities of your insurance policies.

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