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 Insurance tab is automatically filled in. 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.
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.
Sign in to your site
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:
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
Click Save Insurance:
Edit Existing Insurance Information
Sign in to your site
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:
Remove Insurance from a Record
Sign in to your site
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:
