Add or Edit Company Insurance Information

Add Company Insurance

1. Click Contact Management icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click the Company record to review their profile.
5. Scroll down to the Insurance section.
6. Click the Add button to the right of the Insurance heading. This will refresh the page.
7. Enter the required fields.
8. If Project # is left blank then the insurance records will apply to all active projects.
9. Click the Save and Close or Save and New button at the bottom.

Edit Company Insurance

1. Click Contact Management icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click the Company record to review their profile.
5. Scroll down to the Insurance section.
6. Select the Insurance Type.
7. Update the applicable fields.
8. Click the Save and Close or Save and New button at the bottom.