Adding an Insurance Policy

In this article we show you how to add an insurance policy to a Service Provider Organization’s Profile. You must be a Service Provider Administrator, Manager, or Co-ordinator in order to add policies.

There are several attributes associated with a Policy. Some are required (mandatory) and some are opt-in.

  • Policy Type (required)
  • Name of Insurer/Underwriter
  • Policy Reference
  • Policy Value
  • Policy Expires (required)
  • Status of Policy (required)

Adding a Policy

  1. Navigate to Tools > Service Provider Manager.  
  2. Select Organizations from the directory on the left side of screen.
  3. Search for the organization and select the green View button beside its name.
  4. Select the Insurances option from the directory on the left side of screen.
  5. Select the Add Insurance Policy button top of screen.
  6. This will display the Insurance Details Complete each field as per the policy evidence you have and select Save and Next.
  7. Review the Notification ‘Send’ Settings. By default this will display the Default Settings however you can make amendments for this specific Policy then select Save and Next.
  8. Review the Notification Recipients. By default this will display the Default Settings however you can make amendments for this specific Policy then select Save and Next.
  9. Upload one or more documents (e.g. the Certificate of Insurance) and select Save and Close.
  10. The Policy is now added and is linked the chosen service provider organization profile.

You can:

  1. Edit an Insurance Policy the record anytime – select the green view button
  2. View any changes made to the policy fields – select Logs
  3. Remove the policy – select Delete.
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