Add and manage insurance policy types

Learn how to update your default policy types list. You must have the Contractor Manager user role to access insurance settings.

About policy types

Having a fixed list of insurance policy types gives you more control of the information entered in WhosOnLocation. It avoids double-ups, controls naming conventions, and it keeps information more organized. Manage this list in Insurance Settings.

Each contractor organization insurance policy is linked to a policy type. Every account comes with 26 default policy types. These are fully customizable and can be adjusted to meet your needs where required.

Each policy type can be assigned to a specific audience. Choose if the policy type applies to:

  • All contractor organizations
  • Contractor organizations from select locations 
  • Contractor organizations in select categories or groups 

Add a policy type

To add a new policy type:

  1. Go to Tools > Contractor Manager.
  2. Select Insurance Settings from the left-hand menu.
  3. Click Add Policy Type.

    A--Policy-Type.png
  4. In the Policy Name tab, enter the name of the policy type.
  5. Click Next.

    Insurance-Types-Type-Tab.png
  6. In the Audience tab, select the audience: All contractors or Select contractors.
  7. If you chose select contractors, there are two additional settings to confirm:

    Select the checkbox next to Contractors with access to the following locations, then choose the relevant locations.

    Select the checkbox next to Contractors in the following categories and groups, then choose the relevant categories and groups.
  8. Click Save.

    Insurance-Types-Audience-Tab.png

Edit policy types

Update one policy type

  1. Go to Tools > Contractor Manager.
  2. Select Insurance Settings from the left-hand menu.
  3. Click View next to the policy type. 
  4. In the Policy Type tab, update the policy type name, then click Next.
  5. In the Audience tab, update the contractors the policy type applies to.
  6. Click Save.

Update multiple contract types 

  1. Go to Tools > Contractor Manager.
  2. Select Insurance Settings from the left-hand menu.
  3. Select the checkboxes next to the policy types that you would like to update.
  4. Click Run an Action, then select Update audience.
  5. Click Run Action.
  6. Select the audience: All contractors or Select contractors.
  7. If you chose select contractors, there are two additional settings to confirm:

    Select the checkbox next to Contractors with access to the following locations, then choose the relevant locations.

    Select the checkbox next to Contractors in the following categories and groups, then choose the relevant categories and groups.
  8. Click Update audience.

    Insurance-Policy-Type-Update-Bulk.png

Delete a policy type

You can only delete a policy type if there are no policies currently using that type.

Delete one policy type

  1. Go to Tools > Contractor Manager.
  2. Select Insurance Settings from the left-hand menu.
  3. Click Delete next to the policy type. 

    Insurance-Policy-Type-Delete.png
  4. Click Remove to confirm.

Delete multiple policy types 

  1. Go to Tools > Contractor Manager.
  2. Select Insurance Settings from the left-hand menu.
  3. Select the checkboxes next to the policy types that you would like to delete.
  4. Click Run an Action, then select Delete Insurance Policy.
  5. Click Run Action.

    Insurance-Policy-Type-Delete-Bulk.png
  6. Click Yes to confirm.
Next step: Set up insurance policy expiry notifications.