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Vendor Insurance Template


The Vendor Insurance Policy template is just that, a list of all insurance policies used by each vendor in every property. 

The sample template is attached at the end of the article. Fields in red are required.

Vendor Name: Name of the Vendor. 

  • NoteMUST match a vendor name that is listed on your Vendors Template or already exists in ResMan. Import feature will not work if the Vendor Name does not match

Insurance Type: Choose from one of the following. Multiple rows can be created for the same vendor if they have more than one insurance type.

  • Automobile
  • Excess Liability
  • Garage Liability
  • General Liability
  • Umbrella
  • Workers Compensation
  • Other

Provider Name: Use Text.

Policy Number: Use Text and Number.

Coverage Amount: Use Number.

Expiration Date: Use Date Format: MM/DD/YYYY.

Contact Name: Use Text.

Contact Phone: Use Text.

Contact Email: Use Text.

Notes: Use Text.

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