Management - Insurance

Management - Insurance

In the ‘Property’ module ‘Double click’ any property to open the property details screen, and from here go into the ‘Management’ tab (bottom bar)

 

 

 

 

 

 

 

  


 


From here you will be presented with the Management Screen where you can choose from Insurance, Inspections, Contracts, Utilities, Tenants, Contacts, Inventory, Keys, Jobs, More info and Search

On the ‘Insurance’ tab you can add any new insurance documentation and add dates, the type of insurance cover etc, to add a new insurance policy go to the ‘Add’ button on the bottom of the screen



 






The next screen presented will be the ‘Insurance’ screen. You have the following options available such as the provider, contact type, policy type and number, premium, cover start and end dates and specific cover values to type of insurance (buildings or contents etc.)

You can also use the ‘Notes’ tab to add any additional information if required

 




You also have the choice to use the ‘Renew’ button, which will reset the dates a year in advance if you want to update this in Decorus. It also gives you the option to attach any documentation to this particular policy by clicking on ‘Attach’, these documents will now be saved in ‘Documents’ under the ‘Journal’ tab. Once you are happy with the information you have inputted you can ‘Save’ the policy or ‘Cancel’ to cancel any changes. When you have saved the information the policy will show in the insurance tab and appear in ‘Insurance Renewals’ (in the overview screen). When it is due to expire (dependent on what your default setting for expiring policies is, this will appear for example 30 days before due)


Provider

 

Clicking the provider button will allow you to select the contact in relation to the insurance policy, if the provider is not on the list you can add them as a contact if desired.


 

 

 Contact type

 

Although the provider will have a contact type i.e. supplier or landlord for example you can give them a unique type in this screen. To do this you can simply add the type of contact they are.


Policy type

 You can also select the policy type, for example the insurance may only cover contents or building, or it may cover both. You can also add any additional types if required.


Premium

 This will allow you to enter the cost of the insurance policy.

Cover start/Cover End

 You can enter the start and end date of the policy, if entered this will also flag up on the expiring insurance policy (Insurance Renewals) on the overview screen when the policy is coming to the end date.

Buildings/Contents/ Stock cover

 If required you can enter the breakdown of the cover per policy, for example – you may have covered Buildings up to £100,000, Contents up to £5,000 and Stock up to £10,000



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