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.
- Note: MUST 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.
- Excess Liability
- Garage Liability
- General Liability
- Workers Compensation
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.