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’s insurance information is stored there, it will automatically fill 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. These may be required by the municipality. 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.
Edit Existing Insurance Information
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Navigate to the Permitting or Projects module, click List, and 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:
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.
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Navigate to the Permitting or Projects module, click List, and select a record from the list:
Click Edit:
Select the Insurance tab and click Add New:
Fill out the insurance details:
Click Save Insurance:
Remove Insurance from a Record
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Navigate to the Permitting or Projects module, click List, and select a record from the list:
Click Edit:
Select the Insurance tab and click Delete next to the insurance you wish to remove:
Click Yes on the pop-up window that says Are you sure you want to delete this insurance record?
Click Save Permit:
