Insurance

Insurers are companies that offer insurance.

The Name is the only required field to create an Insurer, although to fully utilize the functionality it is recommended that you fill out all fields as accurately as possible. This includes the Address and Contact Information.

Insurer records simply detail who the Insurer is, how and where they can be contacted.

Consult the trellispark User Roles document for more information on these types of actions, and which user roles are responsible for these actions.

Brokers are essentially employees who work for an Insurer.

The Name is the only required field to create a Broker, although to fully utilize the functionality it is recommended that you fill out all fields as accurately as possible. This includes the Address and Contact Information.

Broker records simply detail who the Broker is, how and where they can be contacted.

Consult the trellispark User Roles document for more information on these types of actions, and which user roles are responsible for these actions.

Insurance Policies detail insurance coverage provided by an Insurer and Broker.

The Insurer, Brokerage, Policy Number, and Period are required to create an Insurance Policy, although to fully utilize the functionality it is recommended that you fill out all fields as accurately as possible. This includes an Overview, a digital copy of the Policy Document, and any applicable claims under the Policy.

Insurer and Brokerage dropdowns are populated with records created under Insurance and Broker. The Policy number uniquely identifies the Policy, and the Period defines when the Policy is valid.

Insurance Claims detail incidents or other events which require insurance coverage. See Insurance Claims for details.

Consult the trellispark User Roles document for more information on these types of actions, and which user roles are responsible for these actions.