What insurance policy types are for
This page defines the types of insurance you want to track against your subcontractors — for example, Employers' Liability, Public Liability, or Professional Indemnity. Once defined here, you can record specific policy details (insurer, policy number, cover amount, expiry date) on individual subcontractor records.
Viewing insurance types
Navigate to Settings > Subcontractor > Insurance Policies. The table lists all defined insurance types.
Creating an insurance type
- 1
Click Create Insurance Policy in the top-right corner.
- 2
Enter an Insurance Type name — for example,
Public Liability. - 3
Optionally tick Continue Adding Items to add multiple types in succession.
- 4
Click Create to save.
Archiving and restoring
Click Archive on a row to hide the type. Enable Show Archived and click Unarchive to restore.
Next steps
- Certificates and Cards — define certificate and card types tracked for subcontractors.
- Subcontractor Types — define trade classifications for subcontractors.