How do I add Occupant Insurance information into Pilera

How do I add Occupant Insurance information into Pilera

Summary: To manage and maintain occupant insurance in the occupant profile.  Residents can also manage and maintain their insurance information if your community utilizes the resident portal.



Step by Step:
  1. Navigate to the Community tab and click on Occupants.
  2. Select the specific occupant in the search bar or by searching down the list.
  3. Click on the Occupant Insurance tab on the left-hand side.
  4. Click on Add Occupant Insurance.


     
  5. Add the insurance information and click "Add".  Note that name, description, and policy types are required fields.  The policy types you can add include content, pet, personal liability, renter, unit, and vehicle.


     
  6. You can then access that information in the future by going into the occupant's profile record in Pilera and clicking on "Occupant Insurance".  You can access the ticket there and also edit the ticket.


Conclusion:
The insurance tracking module provides a simple way to track all insurance information as well as the insurance expiration dates.  Residents can also update their insurance information in the resident web portal.    You can also run reports right through this screen.