Insured Tenants Roll Report

The Insured Tenants Rent Roll Report lists all tenants enrolled in insurance during the selected date range. It includes unit number, tenant name, policy number, start date of insurance coverage, cancellation date (if applicable), coverage amount/percentage of coverage, monthly premium amount, and insurance paid-through date. The report is divided into Paid and Unpaid tenants.

Trailing day data: This report is built on trailing day data, meaning it can only be generated up to the prior day and not for the current day. Using trailing day data allows for static data and guarantees data completion and accuracy.

You can find the report at the facility level of your software by clicking on the Reports tab. Expand the Insurance section and click the Insured Tenants Roll radio button. 

Enter the date range you want the report to include and click Generate Report.

Columns

Facility Insurance Summary

# Units - The number of units covered by facility insurance

% Paid - The percent of paid policies

% Unpaid - The percentage of unpaid policies

Total coverage - The total coverage of all policies at your facility

Total premium - The total premium of all policies at your facility

Insurance Paid

Unit - The unit name

Tenant name - The tenant’s name

Policy # - The tenant’s insurance policy number

Start Date - The start date of the insurance policy

Cancelled Date - The date of policy cancellation, if any. This column will be blank if the policy is active.

Coverage Amount - The policy's coverage amount

Coverage % - The percentage the policy will cover in the event of a loss event.

Premium - The premium of the insurance policy

Paid Thru date - The paid-through date of the policy

Insurance Unpaid

Unit - The unit name

Tenant name - The tenant’s name

Policy number - The tenant’s insurance policy number

Start date - The start date of the policy

Cancelled date - The date of policy cancellation, if any

Coverage amount - The coverage amount of the policy

Coverage %

Premium - The premium of the insurance policy

Paid Thru Date - The paid-through date of the policy

Balance due - The balance due, if any

Private Insurance

Unit - The unit name

Tenant Name - The tenant’s name

Insurance company - The Insurance company name

Policy Number - The tenant’s policy number

Start date - The start date of the policy

Insurance term - The expiration date of the policy

Insurance limit  - Coverage amount of the policy

Expiration status

Export data

You can export the entire report as a PDF or Excel file or a section of it as an Excel or CSV file.

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