You can control which insurance template and policies should be tracked for any given Vendor record. If the vendor is not using the All-Operations/Blanket record for insurance tracking, you can apply a Job Insurance template to the vendor record.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, 
.
The main screen displays with the Dashboard tab active:
3.In the left navigation bar, click on a vendor.
The following screen displays with the Vendor Info tab active:
4.Click the Insurance tab.
The following screen displays:
5.Look for the Insurance Template pane.
6.In the Insurance Template field dropdown, select the appropriate insurance template.