When you’re assigning work orders to vendors, a best practice is to make sure the vendor you’re selecting carries valid insurance.

With Buildium, you can track which vendors have valid insurance, and receive notifications whenever you select a vendor without insurance information.

In this article, you'll learn how to:

  1. Add vendor insurance to a vendor
  2. Turn on vendor insurance notifications

1. Add vendor insurance information:

A vendor insurance section will appear any time you add a new vendor to the system.

To add insurance information to an existing vendor:

  1. Navigate to Maintenance > Vendors
  2. Click on the vendor you want to add insurance information for.
  3. On the vendor summary page, click Add next to the vendor insurance section.
  4. Enter the provider name, policy number, and expiration date.
  5. Click Save.

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2. Turn on vendor insurance notifications

Buildium allows you to enable notifications that warn you when a vendor in your system has no insurance information entered, or if their information is expired.

To turn on notifications:

  1. Navigate to Settings > Application Settings.
  2. Then, click Vendor Insurance.
  3. Select On to enable notifications, then click Save.

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After notifications are enabled, you will be presented with a warning notice each time a vendor with expired or no insurance is selected when entering a bill or recording a check.

An expiration notice will also appear on the Vendor page, and will begin to appear at 90 days before a vendor's insurance is set to expire.

 

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