Locating Insurance Information

Locating and Managing Tenant Insurance Information in Propra

Accessing Insurance Information

1. Navigate to the Dashboard:

   • Start by clicking on the Dashboard from the side menu.

2. Click on the Pie Charts:

   • Scroll down to the Circular Charts displayed below the main dashboard overview.

   • Click on the chart displaying the information you want to access.

3. View Residential Information:

   • Click on the relevant chart to bring up the Residential Information page.

4. Locate the Insurance Tab:

   • At the top of the residential information page, select the Insurance Tab to view all tenant policies.

Managing Tenant Insurance

• Viewing Policies:

  • The insurance tab provides a detailed overview of all active tenant insurance policies, including policy details and expiry dates.

• Adding New Policies:

  • Use this section to add or update tenant insurance information when necessary.

  • Do that by clicking on one of the tenants or units and adding the policy from there after scrolling down.

• Tracking Expiry Dates:

  • Easily monitor and track policy expiry dates to ensure all tenant insurance information stays up to date.

Key Benefits

• Centralized location for managing tenant insurance.

• Simplifies tracking and updating of policies.

• Ensures compliance with insurance requirements.