Insurance module

Use Insurance for policies such as General Liability, Professional Liability, Property, Workers Compensation, Health / Medical, Auto / Fleet, Cyber and Directors & Officers.

Fields include insurance type, insured organisation/person, category, insurer, premium, currency and policy reference.

Good practice: Review coverage and dates in the actual policy. A file being present, or a date being in the future, does not establish that the insurance covers a particular activity.

Add and maintain a record

Choose this module in Add record, enter a clear title and the relevant date, then expand optional details as needed. Open the saved record to attach the source document, check the responsible person and select reminder recipients.

Use Runway for approaching deadlines, Board for review progress and Table for comparing records. Complete individual obligations when fulfilled. For an actual renewal of an eligible expiry, renewal or end date, use Mark as renewed to retain its previous cycle.

Consistent names help

Reuse the existing organisation or person when several records concern the same party. Use Department and Tags for internal grouping. Naming someone as the holder or vendor does not send them a reminder: add and assign an external contact if they should receive emails without workspace access.

Document checks can compare expected requirements with records in this module. The result is based on the records, dates and files you enter, rather than independent verification of the document's contents.