How do I increase a tenant's monthly insurance premium? Just discovered we charged the wrong amount

sdooley56 · October 2020

We recently discovered that the rates we had in Sitelink for insurance were outdated. How do we increase the rate for current insurance customers in Sitelink?

JulieAton · October 2020

On the payment screen click on the Umbrella- Insurance. Bottom right of the screen.

sdooley56 · October 2020

Thanks JulieAton for your response. I tried this but it didn't let me change the monthly amount. The tenant is currently paid in full so I couldn't change the current amount either. I'm thinking this way only allows you to change the current month's charges? I am trying to find out how to change their monthly insurance rate.

MamaDuke7 · October 2020

To change insurance rates go to Setup: Insurance and Protection Plans. Choose your carrier and change the rates.

But you can't change the rates on existing policies (logically, they have a contract for the old rates). The only thing you could do is cancel the policy and then add a new one. There is no way to just change the charges on a policy already in effect.

How do I increase a tenant's monthly insurance premium? Just discovered we charged the wrong amount

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