PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.

Vendor Insurance

Owned by Kyle Niekamp
Last updated: 06 21, 2022 by Claire Aleman

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:

  • Accounts Payable Manager
  • CFO/Controller

Location:

  • Accounts Payable > Vendors > Vendor Insurance
  • Also available in a button on the Vendor Information window

Video:

Have feedback? Copy URL for this page and click here: https://www.surveymonkey.com/r/SBZKYY7

Confidential Proprietary Information - For Penta Customer Use Only
Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.