Insurance

This guide explains how to use the Insurance module to track your organization's insurance policies, see how they offset your risk exposure, and manage related coverage documents.

⚠️ New manual (drafted from code, not yet screenshot-verified): This page was created from the v2.0.0 release that introduced the Insurance module. It has not yet been checked against the live UI. Please review it against the actual screens before publishing, and add real screenshots in place of the placeholders below.

1. What is Insurance?

The Insurance module gives your organization a place to record the insurance policies you carry, link them to the specific coverage types and locations they apply to, and see how they factor into your overall risk exposure picture alongside your Security Snapshot.

2. Who Can Use This Module?

Client Administrators:

• Can create, edit, and delete insurance policies.
• Can link and unlink coverage types, documents, and locations to a policy.

Client Users:

• Can view insurance policies and their details.
• Cannot create, edit, or delete policies.

Holtium Staff:

• Can manage insurance policies on behalf of clients from the staff portal.

3. Accessing Insurance

1. In the left navigation menu, look for Insurance.
2. Click to open the Insurance tab.

📸 Screenshot needed: Insurance tab location in the left navigation.

4. Viewing Your Policies

The Insurance tab shows a table of your organization's policies, including details such as the policy name, carrier, coverage type, and effective dates.