This article will teach you how to add Insurance Policy Details to an existing tenant/vendor COI.
- From the Property & Facility menu, click Certificates of Insurance.
- From the Certificates page, select the applicable property, select All Tenants or All Vendors, and then click the name of the Tenant/Vendor for the COI that you desire to add a policy to.
- From the Certificate Details page, click the Policies tab, and then click the Add Policy button.
- Once the Add New Policy window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Type |
Select the type of the policy. Note: If the type is not listed, select Other. |
| Effective Date | Select or enter (MM/DD/YYYY) the effective date for the policy. |
| Expiry Date | Select or enter (MM/DD/YYYY) the expiration date for the policy. |
| Minimum Amount | Select the minimum amount of policy limits required by the tenant lease/vendor contract. |
| Listed Amount | Enter the listed amount for the policy from the COI. |
| Is Waived? | Select Is Waived if the policy requirement has been waived. |
| Notes | If applicable, enter any notes for the policy. |
- Click the Save button.
- The policy has now been saved to the COI.