Managing Insurance Documents

    Many clients will request a copy of your insurance and sometimes will request to be listed as additionally insured. In this section you can upload requested insurance documents.

    Note: Before you can upload an applicable insurance document you must add all insurance details in your Fixxbook Profile.

    The documents you upload in this section will only be visible to you and the selected client.

    How To Add An Insurance Document:

    1. From the top navigation bar, click Clients. The Clients page appears.
    2. Click Continue next to the desired client. The Clients page for the applicable client appears.
    3. In the left navigation bar, click Insurance Docs. The Insurance documents page appears.
    4. In the middle of the screen, click Add New. The Insurance Doc overlay appears.
      Add New Insurance Document Button
    5. Enter Description.
    6. Select Insurance Type. (Note: These populate directly from your Fixxbook Profile.)
    7. Select an Attachment to Upload.
      Completed Insurance Form
    8. Click Save. The Insurance record is added to the list.
    9. After adding all Insurance Docs, on the top of the page, check the box next to “After this section is completed, please check here”. A green check mark appears next to Insurance Docs in the left navigation menu.
      Completed Insurance Section

    How To Edit An Insurance Document:

    Note: You can only edit the description and change the insurance type from this section. To modify the Expiration date you must do so in your Fixxbook Profile. To change the document uploaded you must delete the current entry and add a new one.
    1. From the top navigation bar, click Clients. The Clients page appears.
    2. Click Continue next to the desired client. The Clients page for the applicable client appears.
    3. In the left navigation bar, click Insurance Docs. The Insurance documents page appears.
    4. Click Edit next to the desired insurance listing. The Insurance Doc overlay appears.
    5. Modify Description, if applicable.
    6. Change Insurance Type, if applicable. (Note: These populate directly from your Fixxbook Profile.)
    7. Click Save. The insurance record is updated.

    How To Delete An Insurance Document:

    1. From the top navigation bar, click Clients. The Clients page appears.
    2. Click Continue next to the desired client. The Clients page for the applicable client appears.
    3. In the left navigation bar, click Insurance Docs. The Insurance documents page appears.
    4. Click Delete next to the desired insurance listing. The Delete insurance doc overlay appears.
    5. Enter Reason for deleting insurance.
    6. Click Delete. The insurance record is removed.