Tracking consultant insurance

To track consultant insurance

1. From the > Setup menu, click Vendors.
2. Double-click the consultant for whom you are adding insurance information.

3. The Insurance tab appears if the vendor has a vendor type of Consultant ( > Setup > Vendors > General tab > Vendor Type field).

Click the Insurance tab. Enter the following information:

For	Do this
Type	Select the type of insurance. The Other 1 and Other 2 options are available for you to track other insurance requirements.
Proof required	Select this check box to indicate that you require a proof of insurance from this consultant.
Company name	Type the name of the insurance company issuing the policy.
Policy number	Type the number of the insurance policy.
Policy limit	Type the amount the insurance policy covers.
Effective	Enter the date the policy becomes effective.
Expires	Enter the date the policy expires.

4. To review the consultant insurance information, from the > Reports menu, click Standard Inquiries > Vendor > Vendor Insurance. Use this inquiry to review and monitor the insurance coverage of your consultants. The inquiry contains a standard column called Expiration Date. You can add a predefined column called Insurance Expired if needed.
5. In the Vendor window, click Save.
6. Click Close.