Propify allows you to store and update your insurance information for quick reference.

TABLE OF CONTENTS

• Insurance Information in Propify
• Adding an Insurance Policy
• Updating an Existing Policy in Propify

Insurance Information in Propify

• To find the insurance section, click Settings on the navigation side panel and then click Manage Insurance.

• If you do not have an insurance policy entered, you will be prompted to add one.
• Adding insurance information is considered part of Onboarding. If you do not enter insurance information you will see a warning banner.
• Please Note:Lack of insurance information may affect your ability to accept work orders.

Adding an Insurance Policy

• To add a New Policy, click Add Insurance.
• A pop-up will appear where you can enter the specifics of your policy.

• You will also be prompted to upload proof of insurance. The warning banner will not vanish until this is done, even if you have entered your policy information.

Updating an Existing Policy in Propify

• If you have already added your policy in Propify, you can update it as necessary.
• Click Edit Insurance to update the policy's information, including its expiration date.

• You will receive email notifications when your policy on file is close to expiring. Please keep your information up to date!