Our Protection area within the portal is a great way to keep track of all your Insurance policies, keep copies of your insurance documents and create to-dos for reminders of policy due dates.
Having a list on your portal ensures you and all your team are in the know about your insurances.
To add a new Insurance item:
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Navigate to 'Financial' > 'Insurance' from the menu on the left of your portal.
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The Insurance area opens. Click 'Add'.
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A slide-out window appears. Select the type of Insurance from the dropdown list.
What insurance types are available under each policy type?
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Once the Insurance type is selected, further fields appear.
Ensure you fill in as many details as possible, paying close attention to the fields that are mandatory (marked with a red asterisk) as you are required to complete information for these sections. Once complete, click 'Save'.
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Your Insurance policy has now been created and you are taken back to the Insurance area.
To record the cover details, click 'See details'.
- Details of the Insurance policy open. Click '+Add cover'.
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A slide-out window appears. Select the cover type from the dropdown list.
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Once the cover type is selected, further information fields appear.
Complete all fields and click 'Save'.
Note: Depending on the cover type selected, information fields may vary.
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Once saved, the cover type is recorded within the Insurance policy.
Now that the Insurance has been recorded, you can upload a copy of your policy or other documentation, or create a Task.