Fire and Travel Policy Records for Insurance Agencies

Fire and travel policies are sold less often than motor and health, and they ask for different facts. This module holds the property or the trip, so each one is easy to find again.

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Fire and property policies

A shop, godown or small factory is insured against a named list of risks. The record keeps what the proposal described, so that a surveyor’s visit after a loss starts from the declared facts.

Insured premises

Address, occupancy, construction type and the owner or tenant, as declared on the proposal and as the insurer’s surveyor later found it, if a survey was done.

Building, stock and contents

The sum insured for building, plant, stock and furniture, entered under separate heads.

Risk details and add-ons

Cover extensions such as burglary or floating stock policies, with any survey or inspection note the insurer asked for.

Hypothecation or lender

A bank that holds the premises or stock as security is noted. It may need the policy copy and the proof of renewal each year, and the agency can send both from the record.

Travel policies

A travel policy runs for a trip, not a year. The record holds the traveller, passport number, destination, departure and return dates and the plan chosen. Policies are short. The dates matter more than a renewal reminder does.

Seasonal selling

Travel enquiries cluster before holidays and visa appointments, and the rush is brief. A list of upcoming departures lets staff see which clients have not yet bought cover. Fire policies renew yearly. They follow the same reminder list as motor. Travel does not.

What the client decides

Which fire and package products the agency offers
Which property facts staff must record before a quote
Whether travel policies are sold at all
How a lender’s interest is noted on a policy
Which other general lines get their own fields later

FAQ

Frequently asked questions

Can we record a policy with several locations?

Yes. Each insured location is listed with its own sum insured, under the same policy.

Are marine and engineering policies covered?

They can be added as further lines with the fields you need. This is agreed with you during scoping.

Do travel policies get renewal reminders?

No. They end with the trip. The system lists departures and return dates so that staff can follow up before the next journey.

Does it value the property for us?

No. The sum insured is entered as the client and the insurer agreed it. Valuation is not part of the software.

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