New policies take too long to set up — build accurate records in minutes
Save time by creating a single, complete insurance record for each supplier. You’ll upload documents, enter key policy details, and set cover amounts in one place so your suppliers stay compliant.
Open Insurance Hub and start a new policy
- Go to the Insurance Hub and select New Policy.
- Choose Supplier's Insurance from the dropdown.
The image shows the policy creation screen where you select Supplier's Insurance before entering policy details.
Upload documents and enter policy details
- On the new insurance record page, upload policy documents on the left. Drag and drop files or click to browse.
- On the right, complete the policy details. Required fields include Policy Number, Insurance Type, Insurer Name, Start Date, End Date, and Cover Amount.
The image shows the insurance record layout with document upload on the left and policy fields on the right.
Make sure you complete all required fields to save the policy and keep your records compliant.
Multiple coverage amounts cause confusion — add clear, labelled covers to one policy
Record every cover your supplier needs under the same policy. Add multiple coverage amounts with clear labels so reviews and audits stay simple.
Add and label coverage amounts
- Open the policy and click Add Coverage.
- Enter a clear label and the amount for the cover.
- Repeat for each additional cover you need to track.
- Save the policy when finished.
Each insurance record supports multiple coverage amounts for different covers under the same policy.
Use clear labels for each cover to improve clarity and record-keeping.
Related to