Managing your Service Providers Insurance details will allow you to see when their insurance policy expires and when to request new information.
Adding New Insurances
How to add Insurance:
- Navigate to Service Providers under the Service Providers menu.
- Select the Service Provider you want to add insurance to.
- Click the Actions button and select Manage Insurances.
- Click Add insurance.
- Fill out all required fields and click Save Changes.
Removing Insurances
How to remove an Insurance:
- Navigate to Service Providers under the Service Providers menu.
- Select the Service Provider you want to remove insurances from.
- Click the Actions button and select Manage Insurances.
- Click the button next to the insurance you are removing.
- Click Save Changes.
Tip: Run a report on your service provider's insurance expiration dates to see which providers may be expiring soon.
Was this article helpful?
Last Updated January 29th, 2018 by Christine McCarty
