Insurance

Insurance

Insurance reminders – is a new feature in Decorus

You can view insurance policies that are due for renewal in the overview tab under ‘Insurance renewals’, on the left hand side.

The Insurance overview is available from the ‘Property’ module

It offers an overview of all Insurance policies, with filters down the left hand side for Buildings, Contents and Insurance providers.


Double click on any of the policies and it will take you to the Property record, you then click the ‘Management’ tab at the bottom of the screen. Select the ‘Insurance’ tab at the top


Click ‘Add’ to add a new policy or highlight the policy you want to view and click ‘Edit’

To view this screen


The ‘Cover Ends’ field is shown in the ‘Overview’ tab as ‘Insurance Renewals’

If you click the ‘Renew’ button this will start the policy a year on from the start date for a year’s policy as default.


 

 

 

 

 

 

 

 


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