How to set up insurance requirements & providers - Updater Pro|Onboarding

1. Log into  Updater

2. Click on Settings

3. Click on Properties

4. Click the community you would like to add insurance to

5. Click on Task Configuration located underneath your property name

6. Scroll down the page until you find Insurance 

7. Click the Edit

8. If this task has not been set up, click the Toggle to the right of Insurance requirements & providers.  If this task already has been set up, click Edit.

9. In the search section, begin to type in the insurance provider you would like to add and select it from the drop-down menu.

10. If your preferred Insurance provider has a custom website for residents, enter the URL in the text box below the provider's name.

11. Type in directions for the resident

    It’s helpful to include details like

    1. minimum liability coverage
    2. interested parties to be named on the policy
    3. documents needed to prove coverage (like the policy declaration page)

    For example,

    1. Your renter's insurance must cover a minimum of $100,000 in liability coverage.
    2. Your property name must be named on the policy as "additional insured" and/or "interested party."
    3. Please remember to bring a copy of your policy on move-in day, effective that day.
12. Click Save changes

Not seeing these options? Check out our article for Updater Pro!

Not sure if your property has Updater Pro|Onboarding? Check out an easy way to differentiate between different versions of Updater here.