Recording Property Insurance Policies

Insurance Policies record property insurance cover, key dates and supporting policy documents.

Open Insurance Policies

1. Open Properties → List Properties and select the required property.
2. Select the Compliance tab.
3. Select Insurance Policies from the secondary navigation.

The list shows the policy number, insurance company, cover start date and expiry date. A paperclip indicates that a certificate is attached.

Add an Insurance Policy

1. Select Add Policy.
2. Enter the Insurance Company and Policy Number.
3. Enter the Cover Start Date and Expiry Date.
4. Upload the insurance certificate, if available.
5. Add any relevant notes.
6. Select Add.

View and manage a policy

Open a policy from the list to review its details, notes and attached certificate. Select the certificate link to open the uploaded file.

Use Options to edit or delete the policy, subject to your permissions.

The actions available to you may vary depending on your permissions.