Association > Manage Associations - Insurance Tab


Use this Tab to Add, Edit or delete Association Insurance Policies.


Before you can complete this Tab you will need to set up the following items:


  • Insurance Types- CLICK HERE for more information. 


  • Insurance Carriers- CLICK HERE for more information. 


Add an Insurance Policy


Step 1. Click the Add Association Insurance hyperlink.



Step 2. Complete the Association Insurance window.


  • Association- Select the correct Association from the drop down menu.

  • Policy Number- Enter the Policy number. 

  • Type- Select the Insurance Type from the drop down menu. 

  • Carrier- Select the Insurance Carrier from the drop down menu.

  • Policy Effective Date- Enter the Effective date of the policy.

  • Policy Expiration Date- Enter the Expiration date of the policy.

  • Policy Limits- Enter the Policy Limits.

  • Policy Deductible- Enter the policy deductible.

  • Policy Notes- Enter additional notes, if needed.

  • Broker Name- Enter the name of the Broker.

  • Agent Name- Enter the insurance Agent's name.

  • Agent Email- Enter the insurance Agent's email address.

  • Agent Phone- Enter the insurance Agent's phone number.

  • Binder Received Date- Enter the date the Binder was received. 

  • Policy Received Date- Enter the date the Policy was received. 

  • Policy Document- Upload a copy of the insurance Policy.

  • Binder Document- Upload a copy of the insurance Binder.

  • Active- Check this box if the policy is active. 



Step 3. Click the Save button to finalize, or the Save Add button to add additional policies.



Edit a Policy


Step 1. Click the Pencil icon to open the policy record. 



Step 2. Make changes in the Association Insurance window, as needed.


Step 3. Click the Save button to complete your changes.


Delete a Policy


Step 1. Click the Trash icon.



Step 2. Click Confirm in the confirmation window.