Company Insurance Policies
Important
You must be configured with Compliance Manager or Auditor access permissions for the current vault to be able to view the Company pages within ClearToPay. Only a user with Compliance Manager permissions can edit this page.
The company's Insurance Policies page provides a list of internal insurance providers and simplified tracking. Internal insurance policy expiration dates are monitored, but not their compliance.
From My Paperless, click .
In the ClearToPay™ navigation bar, click .
Click .
A page similar to the following displays:
From the Insurance Policies page, you can perform the following tasks:
To add a new insurance policy, click . For more information, see Add a New Policy.
To delete one or more company insurance policies from the list, select their check box and click . In the confirmation dialog, click .
Click to print the Insurance Policies grid.
Click to export the information shown in the grid to Excel, CSV or PDF.
Click the Edit icon for a particular insurance policy to update its information. For more information, see Edit Policy Information.
Complete the following steps to add a new insurance policy for this company:
Click .
In the Add Insurance Policy dialog, enter the information in the fields shown below.
Tip
Use the documentation provided by your insurance provider for reference. The policy's effective date must be earlier than the expiration data for the policy to be valid.
Select .
To edit the insurance policy information, click the Edit
icon.In the Edit Insurance Policy dialog, make any necessary updates.
Click .