Property Insurance
Insurance FAQ
Is Insurance a board? Is Insurance a board?
Yes. Insurance is a board with board access, settings, statuses, responsibilities, activity, automations, and site scope. It is special because each organization can only have one Insurance board.
How do sites get included in Insurance? How do sites get included in Insurance?
Open Insurance > Settings > Sites and add site groups or individual sites. Use the built-in All Sites group if Insurance should cover every active site.
Read Insurance sites and access .
What is a period? What is a period?
A period is a reporting period, usually a renewal year. Values and COPE data are stored by period, so you can keep historical submissions while collecting new data.
Read Insurance periods and settings .
What is the difference between values and COPE? What is the difference between values and COPE?
Values describe financial exposure, such as buildings, machinery, stock, and business interruption. COPE describes risk characteristics, such as construction, occupancy, protection, and exposure.
Read Insurance values and COPE .
Can we record stock that is stored at another site? Can we record stock that is stored at another site?
Yes. From the owning site's values page, record stock and supplies or machinery and equipment as held at another site on the Insurance board. The amount counts toward the TIV of the site where the goods stand, not the owner's, and shows in that site's Stock and supplies or Machinery and equipment column in the Values table. The arrangement itself appears on both sites, and the Values table's including off-site columns show what each site owns, its own figure plus what it keeps elsewhere.
Read Insured values held at another site .
Can we import data from Excel? Can we import data from Excel?
Yes. You can bulk import Insurance values, COPE area values, site data, and responsibility assignments from Excel workflows.
Read Bulk import values , Bulk import COPE , Bulk import sites , and Bulk import responsibilities .
What are risk improvements? What are risk improvements?
Risk improvements are recommendations or actions that reduce property risk. They can come from internal reviews, engineering reports, insurers, brokers, or site teams.
Read Risk improvements .
Who can access Insurance data? Who can access Insurance data?
Insurance access is controlled by board permissions and site access. A user may have permission to read values, update COPE, read NatCat, or manage risk improvements, but site access still controls which sites they can work with.
Can we export Insurance data? Can we export Insurance data?
Yes. Insurance includes export workflows for period-specific data, useful for renewal submissions, broker reviews, insurer communication, and internal reporting.