Home Insurance Tab

Insurance Company - Click the blue link to look up the insurance company in the library, or enter the  name directly into the field. Insurance Company is the name of the company that is issuing the insurance policy.

Insurance Agent - Click the blue link to look up the insurance agent in the library or enter the name directly into the field. Insurance Agent is the name of the company that the client went through to purchase the insurance.

Address, Phone and Fax - These fields are for the Insurance Agent and may be completed for you if you used the library to look up the company. You can also type the information directly into the fields.

Binder Received - Select this box if you have received an insurance binder.

Amount of Coverage - Enter the amount of the insurance coverage.

Policy Number - Enter the policy number

Policy Effective Date - Select the policy effective date from the calendar widget that appears when you click into the field.

Policy Expiry Date - Select the policy expiry date from the calendar widget that appears when you click into the field.

Cost to Obtain Binder - If you wish to recoup costs paid to obtain the binder, enter the amount paid.

HST - Enter any HST paid on the cost to obtain the binder.

Cost Charged On - Select the appropriate entry from the drop down to indicate where the costs should be shown.