Overview
The Insurance module under Renewals helps you track all insurance policies linked to your assets. You can monitor total insured value, yearly premiums, and coverage percentage from the dashboard cards.
Summary Cards
| Card | Description |
|---|---|
| Asset Value | Total value of all assets in the system |
| Total Insured | Sum of all insured amounts across policies |
| Yearly Premium | Total annual premium being paid across all policies |
| Total Coverage | Percentage of total asset value that is insured |
Insurance List
The table lists all insurance records with:
- Asset — Name of the insured asset
- Type — Insurance type (e.g., Medical Insurance, Fire Insurance)
- Start Date / End Date — Policy validity period
- Attachment — Uploaded policy documents
- Actions — Edit or delete the insurance record
Tip: Click the + button to add new insurance. Use the search bar to quickly find a specific asset's insurance.
Adding a New Insurance Record
- Navigate to Renewals > Insurance in the sidebar
- Click the + button
- Fill in the insurance form
Form Fields
| Field | Required | Description |
|---|---|---|
| Renewal Type | Auto | Pre-set to "Insurance" |
| Asset Name | Yes | Select the asset to insure from dropdown |
| Policy Number | Yes | Your insurance policy number |
| Sum Insured (₹) | Yes | Total insured amount |
| Annual Premium (₹) | Yes | Yearly premium cost |
| Premium Frequency | Yes | Monthly, Quarterly, Half-Yearly, or Yearly |
| Start Date / End Date | Yes | Policy validity period |
| Insurance Type | Yes | Type of insurance (Medical, Fire, Theft, etc.) |
| Insurance Provider | Yes | Name of the insurance company |
| Agent Name | No | Insurance agent's name |
| Agent Contact | No | Agent's phone number |
| Agent Email | No | Agent's email address |
| Notes | No | Additional notes about the policy |
Setting Up Reminders
Before submitting, configure renewal reminders:
- Send Reminder Before — Select how many days before expiry to send the reminder
- Repeat — Toggle to repeat the reminder at regular intervals
- Send Reminders Through — Choose channels: Email, SMS, WhatsApp
Attaching Documents
Upload the insurance policy document by clicking Choose Files or dragging the file into the attachment area. Supported formats: PDF, JPG, PNG.
Important: Make sure the policy end date is accurate — the system uses this date to trigger renewal reminders.