Update the default policy types list

Learn how to update your default policy types list. You must be a Contractor Administrator to be able to access insurance settings.

About policy types

Having a fixed list of insurance policy types gives you more control of the information being entered in WhosOnLocation. It avoids double-ups and spelling mistakes, controls naming conventions, and it keeps information more organized. This list can be managed from the Insurance Settings.

Policy types are used when adding policies to a contractor organization's account.

Every account comes with 26 default policy types. These are fully customizable and should be adjusted to meet your needs where required. The default types are:

  • Auto
  • Asset
  • Building
  • Business Interruption / Loss of Profits
  • Casualty
  • Commercial
  • Commercial Motor Vehicle
  • Contract Works Insurance
  • Directors’ and Officers’ Liability
  • Electronic Equipment & Data
  • Employers Liability
  • Employment Disputes Insurance
  • Errors & Omissions Indemnity
  • General
  • Health
  • Liability
  • Material Damage
  • Machinery Breakdown
  • Marine Cargo (including transport by sea, air, road and rail)
  • Professional Indemnity
  • Public Liability
  • Statutory Liability
  • Sub-Contractors / Labour Only Payment Guarantee
  • Tools, Plant and Equipment
  • Workers Compensation Insurance
  • Other

Manage your policy types

  1. Go to Tools > Contractor Manager.
  2. Select Insurance Settings from the left-hand menu. You will land on the Policy Types tab. Here you can rename, remove, or add new policy types.

    Contractor-Insurance-Settings.png

To rename a policy type, click View next to the type, edit the name, and click Save.

To remove a policy type, click Delete next to the type and click Remove to confirm. You cannot delete a policy type if it has been assigned to one or more policies.

To add a new policy type, click Add Policy Type above the list of policy types, enter your new policy type name, and click Save.

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