Insurance policies and claims
Manage all insurance policies (building, liability, fire) and related claims.
Steps
- Go to Policies → + New policy.
- Fill: company, number, type, annual premium, start and end.
- Link covered condominiums.
- Schedule tab shows expiring policies with configurable lead time.
- For a claim: Claims tab → + New.
- Track handling: open → in review → paid → closed.
Tip: Always attach the policy PDF for quick reference.
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