Add Insurance Information to a Record

The Insurance tab connects to the Contractor information in a permit or project record. When a general or primary contractor is selected under the Applicant tab, the system checks the business licensing database. If the contractor has insurance information on file, the system automatically fills in the Insurance tab. This data may relate to the contractor or the owner. Users can also add different types of insurance to the record. The municipality may require these. Insurance can be linked to the owner or the applicant.

Important Notes:

• The Insurance database tracks expired insurance and flags it in red. This is why it’s important to enter accurate contractor and licensing information. Insurance is not a required field unless the user sets it as required during setup.

• Editing insurance information on a record does not change the insurance information stored for a contractor. To modify that information, go to the Licensing module.

Add Insurance Information to a Record

Note:

Adding insurance information for a contractor that exists in the licensing system should be completed within the licensing module. Any data entered at the record level is not updated in the master insurance database.

1. Sign in to your site

2. Click the Permitting System or Projects Systems menu:
   

3. Click List:

4. Select a record from the list:

   

5. Click Edit:

   

6. Select the Insurance tab and click Add New:

   

7. Fill out the insurance details:

   

   • Insurance Carrier: Enter the name of the insurance carrier

   • Insurance Type: Select the type of insurance coverage

   • Certificate Number: Enter the insurance certificate number

   • Effective Date: Enter the date the insurance coverage begins

   • Expiration Date: Enter the date the insurance coverage expires

   • Address: Enter the address associated with the insurance policy

   • Phone: Enter the contact phone number associated with the insurance

   • Certificate Holder: Enter the name of the certificate holder

   • Coverage Amount: Enter the total insurance coverage amount

   • Associated Project or Code: Enter the related project name or code, if applicable

   • Notes: Enter any additional information related to the insurance record

8. Click Save Insurance:

   

Supporting Articles

• Add Contractors to a Permit / Project

• Create & Manage Licenses