⦿ How to Add an Insurance

Click Add Insurance.
Select the type of insurance you want to add from the drop-down list.
1. General Liability
2. Automobile Liability
3. Umbrella / Excess Liability
4. Workers Compensation
5. Other Liability Insurance type
Enter the Carrier (the company that provides your insurance coverage).
Enter the Policy Number.
Enter the Amount (the insurance sum) and select the insurance currency.

Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.
Select the Expiration date in the calendar.

Until the expiration date, the insurance has a green Active label. When it expires, it gets red, and you get notified that you need to update it.
(Optional) Select the Will list client as additional insured checkbox.
(Optional) Select the Contains Contractual General Coverage checkbox.

If you want to delete the insurance, click next to the insurance you want to remove.

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