Safety and compliance

Recording an insurance policy

Knowing what you are covered for and when it renews.

0:36 long

What this covers

  1. Insurance Policies, then New insurance policy
  2. What type of cover it is
  3. Insurer, policy number and dates
  4. Save - renewal reminders start

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

  1. 0:02

    Most halls carry four or five policies

    Buildings, public liability, trustees' liability, contents. Each renews on its own date.

  2. 0:04

    Open Insurance Policies from the menu

  3. 0:06

    Choose New insurance policy

  4. 0:09

    Choose the type of cover

  5. 0:12

    Put in who it is with

  6. 0:16

    And the policy number

    Worth having to hand when somebody asks for your certificate.

  7. 0:18

    Set the start date

  8. 0:23

    And the renewal date

    This is the one that matters - you get reminded before it passes.

  9. 0:27

    Save the policy

  10. 0:32

    The renewal is in hand

    A policy coming up for renewal shows on the compliance dashboard well before the day.

Previous

Setting up a safety check

Next

Logging a DBS check

Want to try this in your own hall? Everything in these guides is included in the free trial.

Start a 30-day free trial

No card needed.

All 42 video guides