uManage makes insurance management and tracking easy with our Association Insurance page. Record important details for all policies, including Agent information, policy start and end dates, payment schedules and amounts and even view copies all in one location.
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 Information- Enter the Agent’s name, email address and phone number in the respective fields.
Binder Received Date- Select the Binder Date from the calendar.
Policy Received Date- Select the Policy Date from the 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.
Before you can add policies, some set up is required, CLICK HERE for more information.
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