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Recommend an insurance provider to tenants

Add an insurance provider's name, link and a note on the Insurance page so tenants see where to get cover, and see at a glance who has proof on file.

3 stepsUpdated

Steps

  1. Step 1: Open Insurance in the sidebar and pick the facility (or All Facilities to see every tenant).

  2. Step 2: Under Insurance Referral Link enter the Provider Name, the Website URL and optional Notes for tenants. Click Save. Preview Link opens it; Copy URL copies it for a text or email.

  3. Step 3: Tenant Insurance Tracking lists tenants with insurance on file, with none, and those expiring or expired.

Good to know

  • Storage Facility Creator does not sell insurance or enrol anyone; it tracks proof and points tenants to your chosen provider.

What the feature does

Did this answer it?

If a step does not match what you see, email support@storagefacilitycreator.com with the facility name and what you clicked, or use Report a Bug at the bottom of the app sidebar. Inside the app, AI Assistant answers the same questions in your own words.

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