Insurance policies need to be loaded against the property they relate to. If the policy belongs to the tenant you can record this in the same place as the owners insurance.


To differentiate between insurance belonging to the owner and insurance belonging to the tenant you can do the following:

  • Set up Insurance Types for tenant insurance
  • List the tenant contact as the Broker


Listing the tenant contact as the broker enable the policy to be viewed from the Insurance section of the contact file: