How to Add and Edit Tenant Insurance

This guide saves time by showing exactly where to find insurance settings for a tenant and how to add or update property, workers’ comp, and other insurance records. It explains required checkboxes that create the right tabs/folders, how to upload or flag missing documents, and how to inspect or link supporting lease files. Followed steps ensure accurate records and easy retrieval of tenant insurance information.

19 steps

How to Navigate to the Insurance Tab

From **Home**, locate the **preferred tenant** > Select the tenant's **three-dot menu.**

Select **Basic Terms** > Select **Insurance**.

Insurance Overview

How to Add Property Insurance

**Policy verification** - Upload the actual insurance document when received. - Enter the policy expiration date. - Confirm the policy limits match the lease requirements. - Review mismatches or red indicators before marking the item complete.

Reminder: You should **not** make insurance folders. Insurance folders will auto populate when you add insurance information for a tenant.

Selecting the **Property Insurance Required checkbox** will populate the **Property Insurance** **tab** and **Property Insurance folder**.

Complete the **property insurance** information. - Amount required = Coverage requirement - Amount = Minimum policy amount, if specified - Select Additional insured (if required), usually the landlord

Select **Click or Drop Files Here** to upload property insurance documents.

Locate **the file** on your computer > Double click **the file** or drag and drop **the file** to the files list or to a folder in the files list.

Select **Note Missing File** to indicate a missing insurance file.

Select **Inspect** to view the lease source for the insurance information or to link an insurance-related document.

Learn how to link and annotate documents [here](https://support.raamp.com/wiki/242).

Select **Save**.

How to Add Workers Comp Insurance

Selecting the **Workers Comp Required checkbox** will populate the **Workers Comp** tab and **Workers Comp Insurance folder**.

Complete the **worker's comp insurance** information > Upload **worker's comp-related documents** or note a missing file. - Use statutory limits when the lease requires coverage in accordance with state law. - Enter a specific amount only when the lease provides one. - Select **Additional insured** (if required), usually the landlord

Select **Inspect/Link** to view the insurance source or to link an insurance-related document.

Learn how to link and annotate documents [here](https://support.raamp.com/wiki/242).

Select **Save**.

How to Add Other Insurance

Select the **Other Insurance tab** > Select **New Other Insurance**.

Complete the **insurance** information > Upload **insurance-related documents** or note a missing file.

Select **Inspect/Link** to view the insurance source or to link an insurance-related document.

Learn how to link and annotate documents [here](https://support.raamp.com/wiki/242).

Select **Save**.

How to Edit Insurance Information

Select the **Edit** icon for the insurance you want to edit > Update the **information >** Select **Save.**

How to Add and Edit Tenant Insurance

19 steps

How to Navigate to the Insurance Tab

From **Home**, locate the **preferred tenant** > Select the tenant's **three-dot menu.**

Select **Basic Terms** > Select **Insurance**.

Insurance Overview

How to Add Property Insurance

Reminder: You should **not** make insurance folders. Insurance folders will auto populate when you add insurance information for a tenant.

Selecting the **Property Insurance Required checkbox** will populate the **Property Insurance** **tab** and **Property Insurance folder**.

Select **Click or Drop Files Here** to upload property insurance documents.

Locate **the file** on your computer > Double click **the file** or drag and drop **the file** to the files list or to a folder in the files list.

Select **Note Missing File** to indicate a missing insurance file.

Select **Inspect** to view the lease source for the insurance information or to link an insurance-related document.

Learn how to link and annotate documents [here](https://support.raamp.com/wiki/242).

Select **Save**.

How to Add Workers Comp Insurance

Selecting the **Workers Comp Required checkbox** will populate the **Workers Comp** tab and **Workers Comp Insurance folder**.

Select **Inspect/Link** to view the insurance source or to link an insurance-related document.

Learn how to link and annotate documents [here](https://support.raamp.com/wiki/242).

Select **Save**.

How to Add Other Insurance

Select the **Other Insurance tab** > Select **New Other Insurance**.

Complete the **insurance** information > Upload **insurance-related documents** or note a missing file.

Select **Inspect/Link** to view the insurance source or to link an insurance-related document.

Learn how to link and annotate documents [here](https://support.raamp.com/wiki/242).

Select **Save**.

How to Edit Insurance Information

Select the **Edit** icon for the insurance you want to edit > Update the **information >** Select **Save.**