Skip to main content
Insurance and legal are two registry modules: structured places to record insurance policies and legal processes, with the catalogs that classify them. They keep this critical information organized and available to the rest of the platform — for example, transport operations validate vehicle and cargo policies registered here before dispatch.

​
Where to find them

Both modules appear as pages in your Programs menu when they are enabled for your workspace. What you see depends on your role and permissions.

​
What you register

A policy record captures the coverage relationship end to end:
  • Coverages — what the policy protects against.
  • Insured parties and beneficiaries — who is covered and who receives compensation.
  • Products and locations — what and where the policy applies.
  • Classifications — how the policy is categorized for reporting and lookup.
Supporting catalogs keep the registry consistent: coverage types, insurance branches, claim types and severities, and validity types.

​
Register a policy

1

Create the policy record

Enter the policy’s identification and classification, and pick the insurance branch and validity type.
2

Add coverages and parties

Record the coverages, the insured parties, and the beneficiaries.
3

Link products and locations

Attach the products and locations the policy applies to, then save.
Policies registered here are used by transport operations, which validate vehicle and cargo policies before dispatch — see Transport operations.
Claim catalogs (claim types and severities) exist for classification, but claims themselves cannot be recorded. The module manages policies, not claim files.

​
How these registries connect to other modules

Insurers, insured parties, lawyers, and legal counterparts are all stakeholder records shared with the rest of the platform. Transport reads insurance policies to validate dispatches, and the calendar and workflow tools give both registries their follow-up discipline.

Transport operations

Where vehicle and cargo policies are validated before dispatch.

CRM and stakeholders

The shared records behind insurers, parties, and lawyers.

Calendar and tasks

Track hearings, deadlines, and follow-ups.

Workflows

Automate reminders around policies and cases.