Affiliation - Insurance

Step 1. Sign into County Portal. Here you will see the 'Products' menu option

Step 2. Click on the 'Insurance' tab under Affiliation

TABLE OF CONTENTS

• Create new Public Liability Product
• Edit Public Liability Product
• Delete Public Liability Product
• Create new Personal Accident Product
• Edit Personal Accident Product
• Delete Personal Accident Product

Create new Public Liability Product

Step 1. Click on Create Product

Step 2. Click on 'Public Liability'

Step 3. Enter details required

GL Codes are pulled through from Xero

The VAT box will be auto-filled based on information in Xero against GL Code

When adding your Product Name, ensure this matches the name of the product from your Insurance Provider

Step 4. Click 'Next'

Step 5. Upload Summary Document (This must be a PDF Version of the Document)

Step 6. Click on 'Create Insurance'

Step 7.  Enter Description in box and click on 'Create Insurance'

You may want to validate the description with your Insurance Provider to ensure compliance

This will now show in the List of Available Products 

To view uploaded document click on the arrow next to description

You should only issue the Policy Cover to the club document once the cover has been paid for

Edit Public Liability Product

Step 1. Click on the edit icon on the right hand side of the product to be edited

Step 2. Make necessary amendments and click next

Step 3. Make any changes to Document Uploaded and/or Product Description and click 'Update Product'

Step 4. Updated product will now be listed

Delete Public Liability Product

Step 1. Click on bin icon on right hand side of product to be deleted

Step 2. Click on 'Remove' to confirm action

Once this has been selected the product will be removed and cannot be restored

Create new Personal Accident Product

Step 1. Click on Create Product

Step 2. Click on 'Personal Accident'

Step 3. Enter details required

GL Codes are pulled through from Xero

The VAT box will be auto-filled based on information in Xero against GL Code

When adding your Product Name, ensure this matches the name of the product from your Insurance Provider

Team Type can be multi select if this product is available to purchase across different groups

Step 4. Click 'Next'

Step 5. Upload Summary Document (This must be a PDF Version of the Document)

Step 6. Click on 'Create Insurance'

Step 7.  Enter Description in box and click on 'Create Insurance'

You may want to validate the description with your Insurance Provider to ensure compliance

This will now show in the List of Available Products

To view uploaded document click on the arrow next to description

You should only issue the Policy Cover to the club document once the cover has been paid for

Edit Personal Accident Product

Step 1. Click on the edit icon on the right hand side of the product to be edited

Step 2. Make necessary amendments and click next

Step 3. Make any changes to Document Uploaded and/or Product Description and click 'Update Product'

Step 4. Updated product will now be listed

Delete Personal Accident Product

Step 1. Click on bin icon on right hand side of product to be deleted

Step 2. Click on 'Remove' to confirm action

Once this has been selected the product will be removed and cannot be restored