Insurance
Insurance - Uploading Insurance Documents to all Policy Holders
This article is part of the Insurance section. Find all related articles here: Insurance You can receive documents into an insurance policy and have them saved to all properties covered by that policy. To use this function, you will need to have an ...
Insurance - Deleting a Policy
This article is part of the Insurance section. Find all related articles here: Insurance Deleting a policy If you no longer require a policy, you can delete it from the system. To do this, highlight it in the main Insurance tab grid and click the ...
Insurance - The Claims Process
This article is part of the Insurance section. Find all related articles here: Insurance In order to process an Insurance claim through the system, you need to have already added your policy to the Insurance module. See: Insurance - Setting Up a ...
Insurance - Processing Insurance Adjustments
This article is part of the Insurance section. Find all related articles here: Insurance You may want to make changes to saved policies if there are mid-term adjustments such as a change in the sum insured after an updated valuation. To do this: ...
Insurance - Paying and Charging the Insurance Premium
This article is part of the Insurance section. Find all related articles here: Insurance To run insurance charges: Navigate to the main Insurance tab. Click Global in the action bar at the bottom of the screen. This will open the Insurance Global ...
Insurance - Adding an Insurance Policy to a Development or Property
This article is part of the Insurance section. Find all related articles here: Insurance Adding an Insurance Policy to a Development Follow the steps below to assign a Normal or Fixed policy to a whole development, or an apportionment within a ...
Insurance - Setting Up a Policy
This article is part of the Insurance section. Find all related articles here: Insurance This article explains how to set up a new Normal or Fixed insurance policy in the system. Before you start, make sure you have your policy details available. ...