Profiles - Add and Edit Certificate of Insurance (COI) Profiles

Prism Insurance allows property management organizations (PMOs) to set up compliance profiles specifying insurance requirements for tenant, vendor, and property management companies.

Key Considerations:

• Only users with the proper insurance permissions can create and edit profiles
• Profiles can be set as defaults at the company or property level
• Coverage types are standardized across all Prism accounts

Here's how to create an Insurance (COI) Profile:

1. Navigate to the Insurance module in Prism
2. Select the "Profiles" tab
3. Click "Add Profile"
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4. Enter a name for the profile
5. Choose whether the profile applies to tenants, vendors, or the property management company
6. Specify coverage types required (e.g. General Liability, Workers Compensation)
7. For each coverage type, enter the minimum required coverage amount
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8. (Optional) Add additional requirements, such as naming additional insured entities
   
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9. Click "Add Profile" on the bottom right to save the profile
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Once the profile is created, you can apply it to properties. See below on how to do so.

1. If you navigate to My Properties > Click relevant property
2. Settings
3. Prism Insurance
4. Edit
5. Select Relevant Profile
   1. You should see the profiles you've saved earlier populate.

Similarly, you can assign insurance profiles to companies, instead of properties. See below on how to do so: 

1. Navigate to My Companies > Select relevant company 
2. Settings > Insurance
3. Edit
   1. You should see the profiles you've created earlier populate as options