Feature Settings - Contact Management Module - Company Insurance Types

Often times, contractors will want to track insurance for their subs and suppliers which can be done in the Company Profile form. However, each documented insurance record will require an insurance type reference. Below are steps on how to view and add these insurance types.

Example Insurance Types

• General Liability
• Automobile Liability
• Garage Liability
• Excess Liability
• Workers Compensation

To View and Add Insurance Types

1. Login to Corecon as an Admin.
2. Click Settings (Gear Icon) at the top of the Main Menu.
3. Click Feature Settings | Contact Management.
4. Navigate to the Insurance Types section.
5. To add a type option, click the 'Add' button above the grid.
6. In the grid footer, enter the Insurance type.
7. Click the 'Save' button below the grid.

Note: An Insurance Type can not be deleted if it is referenced in the Company Profile form.