Insurance module guide

The Insurance module tracks the insurance policies your organization carries and the certificates you issue to third parties. (Certificates you receive from vendors or counterparties live in the Counterparties module.)

The Insurance list

Open Insurance from the left navigation to see your policies, with coverage details and renewal dates. Filter with the row beneath the headers, and select rows to Export.

What a policy record holds

Open a policy to see its details and these sections:

• Insured — the legal entities or external parties covered by the policy.
• Policy Periods — renewal periods that track coverage terms over time.
• Endorsements — modifications to coverage, each with an effective date.

Separately, the module tracks Certificates Issued — COIs and other proof of insurance your organization issues to third parties. Each certificate can carry one or more coverage lines, each evidencing a single coverage type and optionally linking back to the policy it evidences (each an Insurance Certificate Coverage Line).

A matter covered by one of your policies links forward to it from the Matters module once the insurer is notified, so the coverage that might offset a loss sits next to the exposure itself.

Creating a policy

Creating or editing records requires Editor access to the Insurance module.

1. From the Insurance list, click New.
2. Enter the policy’s coverage details and renewal date.
3. Click Save, then open the record to add insured parties, periods, endorsements, and renewal reminders.

Who can access insurance

• Viewing requires access to the Insurance module.
• Creating or editing requires Editor access.

On Enterprise plans, access group scoping limits the list to policies within your assigned access groups.