Event Host Liability Insurance is only available within the United States
Releventful makes it easy for your clients to purchase event host liability insurance directly through their event portal. This article will guide you through setting up the insurance application process and explain how your clients will interact with the insurance request.
Looking for more about the insurance policy and what's included?
First Step - Map Your Event Types
Releventful has provided a mapping to Vertical Insure's approved events in which insurance can be purchased. To map your event types to an accepted Vertical Insurance event, do the following
Click Settings in the lower left corner of Releventful, then Business Setup and then Event Type.
If you do not see anything listed next to the Event Type name under Insurance Type, the event type isn't mapped properly. To correct this, click Edit on the event type, then select an Insurance Type and Save.
Note: If the Insurance Type isn't set, insurance cannot be purchased from your client.
Turning On Insurance Requests via Portal Templates
To enable the request for insurance through Releventful, you need to create an event insurance To-Do as a portal templates automation. Follow these steps to enable the insurance workflow for your events:
Step 1: Add Insurance Template
To add an insurance template, do the following
Select the Templates icon in the left-hand navigation bar.
Select the event type you would like to add insurance to at the top of the page.
Scroll down to Step 3 and expand the Portal Automation Settings by clicking the edit pencil icon next to Edit Portal Automations.
Locate the Event Insurance header (second on the list) and click +Add.
Step 2: Edit the Insurance Template
A new insurance template will appear, displaying the task and a templated email at the bottom of the window.
Click on the email to open and review it. Make any necessary adjustments to the text, due date, and the notification timing.
Click Save when done.
❗ Important: the template must be opened, verified, and saved at least once for it to be activated. This step ensures that you have read the text and agree to the timing of the template.
Step 3: Automate the Request for Insurance
Return to the Portal Template page and toggle the insurance to-do on using the switch in the upper right-hand corner of the page.
By default, this task will be added to the client portal when the event is booked. If your workflow differs, you can adjust when this task appears by editing the portal template run settings.
To turn on the portal template by clicking the toggle button at the top of the Portal Template edit screen.
When the portal template is off
When the portal template is on
You can change when the Insurance request is added to the event by changing the template settings. To change the template settings, click the portal settings button (icon shown above) and then click Change portal template settings
Step 4: Repeat for Other Event Types
If you would like the request insurance to be added for any other event types, repeat Steps 1-3 ensuring to select a different type of event in Step 1.
Accessing the Insurance To-Do via the Event Portal
Option 1: If you turned on the automation in Step 3 above.
Turning on the request for insurance via an automation will automatically add the insurance request to the To-Dos area of the client portal according to the template settings.
For example, if the insurance request is set to be added when the event is booked, the insurance request will be added once the event is booked.
Option 2: If you did not turn on the automation in Step 3 above.
To add the request for insurance manually to your client's portal, do the following
Locate the desired event and navigate to the portal.
Open the To-Do tab within the portal.
Click + Add in the upper left corner of the To-Do panel, then Add Template
Select the desired insurance template to add it to the portal
The Insurance To-Do and How it Works
Once the To-Do has been added via one of the above steps, to access the event insurance To-Do, follow these steps:
Locate the desired event and navigate to the portal.
Open the To-Do tab within the portal.
Locate the Event Insurance To-Do within the list and click on it to open it up.
A Purchase Insurance button will be visible. Clients can click this button to start the insurance purchase process. This will open a new tab titled About Your Event, where clients will fill in relevant details and answer event-related questions.
Clients will navigate through the presented tabs within the to-do to complete their event host liability insurance purchase with Vertical Insure.
Reviewing the Insurance Policy & Filing a Claim
Clients can review their insurance policy at any time by visiting the Event Insurance To-Do in their portal.
Clicking View Policy will open a new browser tab displaying the insurance certificate.
Filing a Claim
From the same area, clients can file a claim by selecting the option in the upper right-hand corner of the policy page.
Looking for more about the insurance policy and what's included?
Summary
Setting up event insurance through Releventful with Vertical Insure allows clients to easily manage their event coverage directly through their portal. This streamlined process helps event organizers stay prepared and protected.
Insurance FAQs
Why isn't the request for insurance displaying the Purchase Insurance button?
There are a few requirements for insurance to be purchased. If any one of these requirements are not met, the insurance cannot be purchased.
1. Event Type isn't mapped properly
The event must have an event type set and the event type must be mapped to an insurance type.
You can check the event type, by editing the event, clicking on the Event Info tab and viewing the Event Type field. If you do not see anything listed for the event type, an event type is not set. To correct this, click on the drop down field and select an event type from the list and save the event.
You can check the event type mapping by clicking on Settings in the lower left corner of Releventful, then Business Setup and then Event Type. If you do not see anything listed next to the Event Type name under Insurance Type, the event type isn't mapped properly. To correct this, click Edit on the event type, then select an Insurance Type and Save.
2. The date is in the past
Insurance cannot be purchased for a date which has passed. To fix this, update the event date to a future date.