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Insurance policies and claims

Manage all insurance policies (building, liability, fire) and related claims.

Steps

  1. Go to Policies+ New policy.
  2. Fill: company, number, type, annual premium, start and end.
  3. Link covered condominiums.
  4. Schedule tab shows expiring policies with configurable lead time.
  5. For a claim: Claims tab → + New.
  6. Track handling: open → in review → paid → closed.
Tip: Always attach the policy PDF for quick reference.

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