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.
Instructions
Sign in to your site
Click the Permitting System or Projects System menu:
Click List:
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Select a record from the list:
Click Edit:
Select the Insurance tab and click Edit next to the insurance you wish to update:
Update details as needed:
Note:
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.
Click Save Insurance:
