Overview
While you can have your tenants upload proof of insurance through the tenant portal on their own, you can also enter insurance policy information for your tenants if you'd like. Note that requiring insurance can be done while creating a new lease but can also be added after in the lease settings.
The Steps
Add Insurance Policy Information
To add Tenant Insurance Information, click Leasing on the main menu and then click Active Leases.
Find the lease for which you want to add the renter's insurance and click on it.
From the Overview tab, find the Insurance tile and click on the Add Policy link.
(Note that depending on how your insurance requirement settings are set, this tile will either be labeled Insurance Required or Insurance Not Required.)
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.
Add any relevant files (optional) and click Save to finish adding an Insurance Policy for this lease.
The insurance policy tile on the lease Overview tab will now show Provided.
Edit Insurance Policy Information
If you need to edit a tenant's Insurance Policy Information, first click Leasing on the main menu and then click Active Leases.
Find the lease you want to enter renters insurance for and click on it. (You can either sort the list by the various columns and filters or use the Search leases search bar.)
From the Overview tab, find the Insurance tile and click on the Provided link.
Doing so will take you to the Insurance Details Report showing you details about the insurance policy. If you want to edit this information, just click on any of the details and you'll be taken to the Insurance Policy edit window.
On the Insurance Policy window, edit any of the information that needs updating. Then click Save to finish.
Tip: You can also go to Reports and find the Insurance Details Report under the Leasing section to view insurance reports.
Delete an Insurance Policy
To delete an insurance policy on a lease, from the lease's Overview tab, click the Provided link in the insurance tile.
Click on the insurance policy line on the report to open the Insurance Policy window.
Click the Delete button.
View All Insurance Policies At Once
If you need to view a report of all leases with renters insurance entered, you can do so by going to the Insurance Details Report. Click Reports on the main menu and then click Insurance Details Report under the Leasing section. This report shows all the insurance policies and their details, which you can filter or group as needed.
You can also use the Insurance Summary Report to see which properties require or don't require insurance to be entered. You can filter this report as well, or group it by insurance Status instead.
View Which Insurance Policies Have Expired or Are About to Expire?
Go to Reports and click on the Insurance Details Report in the Leasing section.
Click on the three vertical dots on the right side of the report columns and turn on the Expiration Date column to add this information to the report. Click Save.
You can now sort the report by this column to see which insurance policies expire the soonest.
If you frequently use this report with the Expiration Date column added, you can actually use your browser to bookmark the report with the column added, and then use the browser bookmark whenever you need this report.