Association > Association Insurance 


Learn how to add and manage Insurance Policies, Carriers and Types.


Adding and managing Association Insurance policies requires some setup before an individual policy can be added.


Create Insurance Type- Insurance types are firm level categories available to all Associations to help organize and identify policies, such as Liability, Flood, General etc... 


Create Insurance Carriers- Insurance carriers are created at a Firm level and accessible by all Associations eliminating the need to enter carrier details each time a new policy is added. 


Create a New Insurance Type


Step 1. Navigate to Firm > Manage Types > Manage Association Insurance Type.


Step 2. Select Add New Association Insurance Firm Type from the Page Actions drop down menu.

 


Step 3. Complete the Insurance Type window.


  • Title- Enter a Title for the Type of insurance.


  • Description- Enter a description for the insuranceType.


  • Use in Resale- Check if this insurance Type should appear on Resale Certificate. 

Step 4. Click the Save button to finalize, or the Save Add button to add more Types.


Create a New Insurance Carrier


Step 1. Navigate to Firm > Manage Types > Manage Association Insurance Carrier.


Step 2. Select Add New Carrier from the Page Actions drop down menu.



Step 3. Complete the Insurance Carrier window. 


  • Name- Enter the name of the Insurance Carrier. 


  • Description- Enter a description for the Insurance Carrier. 

Step 4. Click the Save button to finalize, or the Save Add button to add more Carriers.


Add an Insurance Policy


NOTE- Insurance can also be added on the Manage Association - Insurance Tab.


Step 1. Navigate to Association > Association Insurance.


Step 2. Select Add Association Insurance from the Page Actions drop down menu. 



Step 3. Complete the Association Insurance window. 


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

  • Policy Number- Enter the policy number. 

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

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

  • Policy Effective Date- Select the Effective Date from the drop down calendar. 

  • Policy Expiration Date- Select the Expiration Date from the drop down calendar. 

  • Policy Limits- Enter the Policy Limits.

  • Policy Deductible- Enter the Policy Deductible. 

  • Policy Notes- Enter any additional important notes or details. 

  • Broker Name- Enter the Broker’s name. 

  • Agent Name- Enter the Agent’s name. 

  • Agent Email- Enter the Agent’s email address. 

  • Agent Phone- Enter the Agent’s phone number. 

  • Binder Received Date- Select the Effective Date from the drop down calendar. 

  • Policy Received Date- Select the Effective Date from the drop down calendar. 

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

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

  • Active- Check this box if the Policy is Active. 

NOTE- Unchecking this box will allow the policy details to remain in the system for future reference, but will remove it from the list of current, active policies. 

  • Payment Frequency- Enter the frequency of payments for this policy.

  • Auto Pay- Check if this payment has been set up to automatically pay. 


Step 4. Click the Save button to finalize, or the Save Add button to add another policy.