Add or edit company insurance information

Add or update insurance details for a company to ensure coverage information is accurate and applies to the correct projects.

Open the company record

1. Go to Contact Management.
2. Select the Companies tab.
3. Optionally, use the Search field to filter the list.
4. Select the company name to open the Company Profile page.

Add company insurance information

1. In the Insurance section, select Add.
2. Select the Insurance Type.
3. Enter the Insurance Company.
4. Optionally, enter the Insurance Contact, Phone #, and Policy #.
5. Enter the insurance Amount.
6. Optionally, select the Project #.

   If this field is left blank, the insurance records apply to all active projects.

7. Select the Expire Date.
8. Optionally, select Choose File and upload the insurance file from your local drive.
9. Select Save & Close.

Edit company insurance information

1. In the Insurance section, select the insurance type from the list.
2. Update the fields as needed.
3. Select Save & Close.