Overview
The Insurance module under Renewals helps you track all your insurance policies — the ones linked to assets and individual ones. The counters at the top show how many policies you have, which are due or expired, and how much is insured.
Summary Counters
The badge next to the Insurance heading shows how many policies you have. The counters beside it break that down:
| Counter | Description |
|---|---|
| Total | All insurance records |
| Active | Policies that are currently in force |
| Due This Week | Policies that end this week |
| Expired | Policies whose end date has passed |
| Individual | Policies not linked to an asset |
| Total Insured | Sum of the insured amounts across policies (₹) |
| Yearly Premium | Total annual premium being paid across all policies (₹) |
The counter you are viewing is underlined — Total by default.
Insurance List
The table lists all insurance records with:
- Asset — Name of the insured asset
- Type — Insurance type (e.g., Fire Insurance, Theft Insurance)
- Start Date / End Date — Policy validity period
- Status — Whether the policy is Active
- Amount — The policy amount (₹)
- Attachment — Uploaded policy documents, or – if none
- ⋮ (three dots) — Actions for that record
Tip: Use the Search here box to quickly find a specific asset's insurance, or the filter icon next to it to narrow the list.
Adding a New Insurance Record
- Navigate to Renewals > Insurance in the sidebar
- Click the + button at the top right
- Choose For Asset or Individual at the top of the form
- Fill in the insurance form
For Asset or Individual
- For Asset (default) — the policy covers one of your assets. Pick it in Asset Name.
- Individual — a policy that is not tied to an asset. These are counted under Individual in the list.
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 | No | How often the premium is paid. Monthly is selected by default |
| Start Date / End Date | Yes | Policy validity period. Both are filled in for you; change them to match the policy |
| Insurance Type | Yes | Type of insurance (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 |
| Provider Address | No | The insurance provider's address |
| Notes | No | Additional notes about the policy |
Setting Up Reminders
Before submitting, configure renewal reminders:
- Send Reminder Before — Select how long before expiry to send the reminder
- Repeat — Toggle to repeat the reminder at regular intervals
- Send Reminders Through — Tick one or more channels: Email, SMS, WhatsApp
Attaching Documents
Upload the insurance policy document by clicking Choose Files or dragging the file into the attachment area.
Submitting the Form
Click Submit to save the insurance record, or Cancel to leave without saving.
Important: Make sure the policy end date is accurate — the system uses this date to trigger renewal reminders.