Company insurance types
To track insurance for subcontractors and suppliers using the Company Profile page, each insurance record requires an insurance type reference. The sections below explain how to view and add insurance types.
Example insurance types
- General liability
- Automobile liability
- Garage liability
- Excess liability
- Workers compensation
View and add insurance types
-
Log in to Sage Construction Management as an Administrator.
- Go to Settings (
) > Feature Settings > Contact Management. - Navigate to the Insurance types section.
- To add an option, select Add above the grid.
- In the grid footer, enter the insurance type.
- Select Save.
Note: An insurance type cannot be deleted if it is referenced in the Company Profile form.