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Add and Manage Tenant Insurance Policy Information

Add, edit, or delete a tenant's renters insurance policy information on a lease in DoorLoop, including provider, policy number, and coverage.

Written by Samuel

Overview

Tenants can upload proof of insurance through the tenant portal on their own, but you can also enter insurance policy information for them yourself. Requiring insurance can be set while creating a new lease, or added afterward in the lease settings.

Note: DoorLoop’s integrations with Lemonade and Sure allow tenants to access and purchase renters insurance from their tenant portal, making coverage simple and accessible.

The Steps

Add Insurance Policy Information to a Lease

  1. To add Tenant Insurance Information, click Leasing > Leases on the main menu.

  2. Find and click on the lease you want to add the renter's insurance to.

  3. On the lease, find the Insurance Required widget and click on Add Policy.

  4. On the Insurance Policy window, enter the relevant information:

    • Policy Owner: The tenant for this lease is automatically selected here. (If you have more than one tenant on the lease, you can select a different tenant.)

    • Provider Name: Enter the name of the insurance company.

    • Policy Number: Enter the insurance policy number.

    • Effective Date: Enter the start date for the insurance policy.

    • Expiration Date: Enter the end date for the insurance policy.

    • Liability Coverage: Enter the amount of coverage.

  5. Add any relevant files (optional) and click Save to finish.

The insurance policy tile on the lease Overview tab will now show Provided.

Edit or Delete and Insurance Policy Information from a Lease

  1. If you need to edit or delete a tenant's Insurance Policy Information, click Leasing > Leases on the main menu.

  2. Find and click on the lease you want to edit or delete renters insurance for.

  3. On the lease's Overview page, in the Insurance Required widget, click on Provided.

  4. This will take you to the Insurance Details Report, filtered for the lease you were just on. Click the entry you see there, which will will open up the Insurance Policy window.

  5. On the Insurance Policy window, edit any of the information that needs updating. Click Save to finish.

Important: Deleting an insurance policy cannot be undone. If you'd rather remove it, click Delete at the bottom left corner instead of Save.

Once saved or deleted, the Insurance Required widget on the lease's Overview tab updates immediately to reflect the change.

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