Insurance Templates

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Insurance Templates

Insurance templates set the standard for the insurance requirements that a vendor must meet to be compliant.

•General Liability

•Auto

•Umbrella

•Workers Compensation

 

These are standard with each template. You can also set up unlimited Other Insurance types such as professional liability to be included with your templates. Endorsement requirements can also be added for the four main insurance types.

 

 

Click here for details on creating insurance templates.

Click here for details on setting up a default template.

Click here for details on creating All Operations/Blanket Insurance templates.

Click here for details on creating Job-Specific Insurance templates.

Click here for details on setting up a default Job-Specific template.

Click here for details on templates that include Allow Override.

Click here for details on creating custom insurance policies.

Click here for details on selecting a insurance rating service.

Click here for creating a new insurance rating company.

 

 

Version 2023.1.1 06/18/2024
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