Can Nassima track insurance?

Yes. Nassima tracks insurance policies from the Insurance section under Operations.

To see that section, the Insurance feature needs to be turned on for your business in Setup Studio first. Once it's enabled, anyone with access to work orders can open it from Operations.

Each policy links three things together:

• The insurer, held as a customer record in the Customers section
• The insured subject — a vehicle, a patient, or another asset, depending on your business
• Optionally, the specific work order job item the policy applies to

For each policy, Nassima keeps track of:

• Policy number
• Insurance type
• Carrier
• Premium amount and currency
• Coverage type
• Coverage start and end dates
• The linked customer and insured subject

You can also add coverage amount, deductible, agent name, phone, and email, country and state, and notes.

Because the policy sits on the same customer record as the insurer, it stays connected to that insurer's other history in Nassima instead of living on a separate form, and you can attach a policy directly to a job item on a work order when the coverage applies to a specific piece of work.

One record for the policy, the insurer, and what it covers — instead of tracking insurance somewhere else entirely.