Responsibilities now visible in the Insurance overview π’
Mar 27, 2026
Your named responsibilities now show up as columns directly in the Property Insurance overview table β giving you a complete picture of accountability alongside your insurance data.
What's new
Each responsibility you've defined on the insurance board appears as its own column in the sites table. You can:
Sort by responsibility β Click the column header to sort sites by who is assigned. Unassigned sites bubble to the top so you can spot gaps immediately.
Filter by user β Use the facet filter on any responsibility column to narrow the view to a specific person's sites. You can also filter for sites with no assignment to find gaps.
Assign directly from the table β Click any responsibility cell to assign or change the responsible user without leaving the insurance overview.
Export with responsibilities β All responsibility assignments are included in Excel exports, so you can share the full picture with stakeholders.
Why this matters
When you're managing insurance across dozens or hundreds of sites, knowing who is responsible is just as important as knowing what the values are. Until now, you had to check the responsibilities matrix separately.
Now, responsibilities live right next to your insurance values. Whether you're preparing for a renewal, auditing coverage gaps, or simply checking that every site has a designated contact β it's all in one view.
Key benefits
Full visibility β See responsibility assignments alongside insurance values, COPE data, and site tags in a single table.
Find gaps fast β Filter for sites missing a specific responsibility to ensure nothing falls through the cracks.
Streamlined workflows β Assign and reassign users directly from the insurance table without navigating to a separate page.
Richer exports β Responsibility data flows through to Excel exports for external reporting and stakeholder communication.