To see the Insurance records for a Property:
- Select a Property
- Click on the Insurance menu on the left
The Property Insurance Page
The Property Insurance page contains:
- The name of the policy
- 'Preview' link to preview policy
- The type of policy
New Insurance Record
Click New Insurance Record to add policy details, save to keep details.
Insurance Type: Defined in Company Settings
Broker Name: If not existing contact, it will automatically be added.
Renewal Date: When this record will show on the dashboard calendar for the manager of the property.
Delegate to Member: Delegation allows this record to be shared with another user and will appear on user calendar.
Edit or Archive Insurance Records
Click the policy name link to see a preview. To edit or archive, select Insurance Details on the left side menu. Make changes and Save to keep or Cancel to discard, or Archive to permanently remove this record.