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Updating the Default Policy Types List

In this article we explain how to update your default Policy Types List. You must be a Service Provider Administrator to be able to access Insurance Settings to manage the Policy Type List.

Managing your Policy Types List

  1. Navigate to Tools > Service Provider Manager. 

  2. Select Insurance Settings from the directory on the left side of screen.

When you add a new policy to a Service Provider Organization record you are asked to select a ‘type’ of policy from a dropdown list. Your account comes with 26 built-in Insurance Policy Types which you can customize. The built in Policy 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

What is the purpose of the Policy Type List? If every user with access to the Service Provider Management function was able to randomly enter a Policy Type against a specific Policy there would be a propensity for spelling mistakes, and double-ups caused by slight variations in spellings. In most instances organizations want ‘control’ over policy types and naming conventions. The Insurance Settings function allows this.

  1. To rename a Policy Type select the green View button alongside the Type, edit and
  2. To remove a Policy Type select the *Delete button alongside the Type.
  3. To add a new Policy Type select the green Add Policy Type button found above the list of Policy Types, enter your new policy type name, and
Note: You cannot delete a Policy Type if it has been assigned to one or more policies.
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