Insurance Types – Re-Leased

The Insurance Types are the types of policies you can select from when adding insurance records to a property or a Supplier Contact. The list of Insurance Types are managed at a Group level and will apply to all Companies within your Group in Re-Leased.

Managing Insurance Types from the Settings Menu

Manage the available Insurance Types by clicking Settings on the green main menu, then Insurance Types under the General Section. Insurance Types can also be added during data entry.

You'll see a list of Insurance Types currently available in your Group.

Adding a new Insurance type

From the list of Insurance Types, click Create New Insurance Type.

Enter a name and click Save Insurance Type

Importing Insurance types

To import a file with new insurance types, click on the 'Import' button to open the Import page.

Under Select File to Import, click to select a file that contains your new records.

The file format requires only one column; with a header row titled "Insurance Type", and the the Insurance types in a list in the rows underneath.

Verify that the contents are acceptable, by looking at the message panel on the right. If the check marks are green then the row will be imported.

Click on 'Import' to import the values.

Editing a Type

To edit an Insurance type from the list of Insurance Types:

Click on the name
Make any changes to the name
Click 'Save insurance type'

Archiving a Type

To archive an insurance type from the list of Insurance Types:

Click on the Name
Click on the 'Archive' button
When asked if you are sure, click on the 'Archive this insurance type' button

Un-Archiving a Type

To un-archive an insurance type from the list of Insurance Types:

Select the 'Archived Insurance Types' tab
Click on the 'Restore' link next to the name
When asked if you are sure, click on the 'Restore this insurance type' button

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