User Guides
Company Profile - Insurances
The Insurance tab of the Company Profile allows you to add the details of your current insurance including professional indemnity and workers compensation including limits and expiry dates as well as uploading respective certificates. This information can then be used on tenders you are tendering for. You will be notified when you are required to update the insurance information nearing the expiry date.
To add insurance details, click the "Add New Insurance" button. A modal form will open, allowing you to enter and save the details of the insurance policy.
If you click the Edit icon on the far right of any row, the same modal form will open, allowing you to modify and save details of an existing insurance.
You can edit the following fields:
|
Field |
Description |
|
Insurer |
The name of the insurance company that is providing the coverage.
|
|
Type |
The type of insurance (e.g., Public Liability, Health Insurance, etc.). |
|
Policy Number |
A unique identifier for the insurance policy. |
|
Cover Limit |
The maximum amount of coverage provided by the insurance policy.
|
|
Maximum Single Claim |
The highest amount that can be claimed for a single incident.
|
|
Expiry Date |
The date when the insurance policy will expire, indicating when coverage ends |
|
Documentation |
A section to upload certificates or documents associated with the policy (like proof of coverage, policy documents, etc.).
|
When you have finished all relevant fields, click the "Request Change" button to save your changes.
To delete an insurance, click the "Delete" button. When the confirmation message appears, confirm the deletion.
To hide a specific insurance on your profile from buyers, click the Eye icon located at the end of the row.