Transferring Units and Insurance

rmason Registered User ✭✭✭
When you transfer tenant from one unit (with insurance) to a smaller unit, how does the insurance on the current unit get transferred, or does it?


  • lmcav1116
    lmcav1116 Registered User
    The process is done automatically by sitelink in the transfer option. It transfers and will be accounted for in the credits issued.
  • lhill
    lhill Registered User ✭✭
    Unit size alone should not affect insurance enrollment during a transfer. Whether or not Insurance transfers over depends on two things:
    1. whether or not the active Insurance plan is still available for new move-ins
    2. whether or not the new Unit Type is elligible for Insurance. Unit size should not affect insurance enrollments, but if a tenant is moving into a Unit Type that is not eligible for protection, the insurance will not transfer.
    If the tenant was originally enrolled in a $9 plan, but that plan has been phased out, SiteLink will force you to choose a new Insurance Plan. If the $9 plan they are currently on is still available for new move-ins, the same plan should carry over to the new unit if you do not select the "Cancel Protection Plan" or "Cancel Insurance" box in the Transfer Screen:

    Hope that helps!
  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    Thank you for the very thorough answer, @lhill! We couldn't have said it better ourselves :)
  • rmason
    rmason Registered User ✭✭✭

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