Overview:

The Vendor Insurance window allows you to track, add, and update various insurance types, carriers, policies, and expiration dates for Vendors.

NOTE: Insurance Types are user defined, for more information on this process, please see the Insurance Type setup video

Benefits:

Ability to track and ensure vendors/subcontracts have valid insurance requirements to perform work on projects
Using the PM: Subcontract Insurance Workbench panel, users can review upcoming or past due insurance information and update as needed
Vendor Insurance Holds can be put in place by entering an expired date (Date prior to current date/today)

Roles:

Location:

Video:

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