Insurance Policies

This module allows administrators to manage insurance policies and deductibles, including creation, editing, and filtering.

From version 8.8, administrators can create and manage insurance policies and deductibles in the Master Data module. Each insurance policy includes a P&I Club, a start and end date, a policy reference, and a list of connected deductibles.

Figure 1: Insurance Policies List

Create Insurance Policy

To create a new insurance policy, click the blue plus sign located in the top-right corner of the page (refer to Figure 1). This opens a modal where you can enter the necessary details. The P&I Club is a required field, and at least one deductible must be added before creating the policy. Within this modal, you can also create new deductibles by clicking the "Create" button in the header of the deductibles list (see Figure 2).

Figure 2: Create Insurance Policy modal

Once the policy is created, the Insurance Policy Drawer will open automatically, allowing you to make additional changes or updates to the policy information.

Creating a Deductible

Figure 3: Adding a deductible in the Create Insurance Policy modal

A deductible includes a type, a deductible amount, and an optional setting that indicates whether it applies per voyage. To add a deductible to an existing policy, first open the Insurance Policy Drawer by clicking on the corresponding row in the list. Then, in the deductibles section, click the blue plus sign at the top-right of the deductibles list to open the creation modal. Here, you can fill in the relevant information and confirm the entry.

Figure 4: Creating Deductible from the Insurance Policy drawer

Edit an Insurance Policy

To edit an insurance policy, simply click on the policy row to open its drawer. Within this drawer, you can adjust any of the policy's details as needed.

Figure 5: Insurance Policy Drawer opened from the first row in the list

To enable or disable the policy, use the secondary menu by clicking the vertical ellipsis in the top-right corner of the drawer. To view the disabled insurance policies in the list refer to the filters section.

Editing a Deductible

Editing a deductible works similarly. In the deductibles list, click on the deductible you want to modify. This opens an edit modal where you can make the necessary changes. Additionally, you can enable or disable the deductible. Disabled deductibles are clearly marked with a check icon in the list to indicate their status (see Figure 6).

Figure 6: Edit Deductible modal

Filtering the list

Figure 7: Insurance Policy List filters

To help manage and locate insurance policies efficiently, quick filters are available in the top-right header. These filters allow you to narrow down the list based on P&I Club, Policy Reference, or whether the policy has been disabled. You can use more than one filter at a time to refine the list further.

Inside the Insurance Policy Drawer, you can also filter deductibles using the disabled quick filter found in the header of the deductibles section (refer to figure 6).