Company Insurance Types

To track insurance for subs and suppliers using the Company Profile page, each insurance record requires an insurance type reference. Below are steps on how to view and add these insurance types.

Example Insurance Types

• General Liability
• Automobile Liability
• Garage Liability
• Excess Liability
• Workers Compensation

View and Add Insurance Types

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Feature Settings | Contact Management.
4. Navigate to the Insurance Types section.
5. To add a type option, click the Add button above the grid.
6. In the grid footer, enter the Insurance type.
7. Click the Save button below the grid.

Note: An Insurance Type can not be deleted if it is referenced in the Company Profile form.