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Managing Insurances

Learn how to manage your organization's insurance policies using the Service Provider Portal. You must have been invited by an organization to log into their portal.

It's important to maintain accurate and up-to-date records about your organization's insurance policies to ensure that you are covered in the worst case scenarios. It is also important to let those businesses that you are contracting to know that you have these insurance policies in place, either for peace of mind or, in some cases, to gain access to their workplaces.

Some businesses require certain insurance policies to be up-to-date before your employees will be allowed to sign into their workplaces. This is fully up to each individual business to decide and, if you're not sure about their policy, you will need to discuss their policy with them.

You can view, add, edit, or delete any of your organization's relevant insurance policies from the Insurances section of the Service Provider Portal.

Please Note: All changes made in the Service Provider Portal will reflect in your customer's account and records. Please only make changes where you are authorized to do so.

Navigate to this section by selecting Insurances from the left-hand menu.

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Managing Insurance Policies

When you land on the Insurances page you will see a list of your current insurances and their statuses. View and/or edit the details of these insurances by clicking Edit next to the insurance.

Add a new insurance policy by clicking the Add Insurance Policy button and filling in the details.

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Policy Type - Choose your policy type from the dropdown list. The options are controlled by the business you contract to and if you do not see your policy type in the list you will want to ask them to add it

Name of Insurer (Underwriter) - The organization providing your insurance

Policy Reference (Number) - The reference of your current policy

Value - The total coverage value of the policy

Policy Start Date - The date the policy was issued

Policy Expires - The expiry date of the policy

Status of Policy - Choose between Active, Pending, and Expired

  • Active for policies that are currently active
  • Pending for policies that are not yet approved or relevant
  • Expired for historic policies that you want to keep a record of

When you're finished, click Save and you will be returned to the Insurances list.

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To delete an insurance policy, click Remove next to the policy and OK in the confirmation pop-up.

To add supporting documents to your insurances:

1. Click the documents button 2017-07-03_14-20-07.jpgnext to the insurance policy

2. Click Add Document

3. Select a file from your computer and click Open

You can upload pdf, doc, docx, jpg, jpeg, png, or gif file types.

The file will be automatically uploaded to the Service Provider Portal and WhosOnLocation and linked to the insurance policy.

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You can view uploaded documents from this page by clicking the View button next to a document.

You can delete a document by clicking the Remove button.

Click Return to go back to the insurances list.

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