The Insurance tab is linked to the Contractor information for a permit/project record. When a general/primary contractor is selected under the Applicant tab, if that information is maintained in the business licensing database, the data will be populated to the Insurance tab that relates to the contractor or owner. The user also has the ability to add various types of insurance associated with the permit/project as required by the municipality. This includes insurance associated with the owner or applicant.
Important Notes
- The Insurance database will track and flag in red any insurance that is expired. This is the importance of populating the contractor and licensing database with accurate information. Insurance information is not a required field unless required by the user during setup.
- Editing insurance information on a record does not change the insurance information stored for a contractor. To modify that information go to the Licensing module.
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Edit Existing Insurance Information
- Sign in to your site
-
Navigate to the Permitting or Projects module, click List, and select a record from the list
- Click Edit
- Select the Insurance tab and click Edit next to the insurance you wish to update
- Update details as needed
Note: Editing insurance information on a record does not change the insurance information stored for a contractor. To modify that information go to the Licensing module. - Click Save Insurance
Add Insurance Information to a Record
Note: Adding insurance information for a contractor that exists in the licensing system should be completed within the licensing module. Any data entered at the record level is not updated in the master insurance database.
- Sign in to your site
- Navigate to the Permitting or Projects module, click List, and select a record from the list
-
Click Edit
- Select the Insurance tab and click Add New
- Fill out the insurance details
- Click Save Insurance
Remove Insurance from a Record
- Sign in to your site
-
Navigate to the Permitting or Projects module, click List, and select a record from the list
-
Click Edit
- Select the Insurance tab and click Delete next to the insurance you wish to remove
- Click Yes on the pop-up that says Are you sure you want to delete this insurance record?
- Click Save Permit
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