⚠️ Auto-Protect is being Beta tested by a small group of customers and will be available to all facilities that use Storsmart or Bader as their insurance provider at a later date. Learn more about Auto-Protect.
When using Auto-Protect with SiteLink, your tenants will sign an agreement at move-in and receive three emails. The templates for these documents are system-generated and can’t be edited, but are pre-populated with details such as your facility name and the tenant’s name. If the tenant reaches out during the grace period to either provide proof of private insurance or select a coverage plan through your store insurance, follow the instructions below to record the information in SiteLink.
Documents the tenant receives
1. Auto-Protect Agreement
The Auto-Protect Agreement is a document that your tenant signs that gives you their acknowledgement and consent to be enrolled in your store insurance policy if they don’t provide proof of private insurance coverage for their rental. This document is system-generated and cannot be edited because it contains language approved by the Storsmart/Bader legal team. This document will be generated at move-in along with your lease and any other move-in documents that you require and can be signed with eSign or on paper.
2. Initial email
This email will be sent to your tenant after move-in is complete to remind them that they’ll need to provide you with proof of private insurance or they’ll be enrolled in your store insurance at the end of your grace period.
Example:
3. Reminder email
This email will be sent to your tenant 7 days before your grace period ends. It serves to remind your tenants that they have 7 more days to provide your facility with proof of private insurance before being enrolled in your store insurance policy.
Example:
4. Enrollment into Storable Insurance confirmation
This email will be sent to your tenant (if they failed to provide proof of coverage within the grace period) after SiteLink has enrolled them in your store insurance. It provides them with details about their enrollment, monthly premium, and links to a brochure and Certificate of Insurance.
Example:
Recording tenant insurance
How do I record proof of private insurance in SiteLink?
If a tenant provides proof of private insurance, follow the instructions below to record the policy information in SiteLink. This will automatically remove the tenant from the Auto-Protect program and they will not receive further notices or be enrolled in your store insurance.
1. Navigate to Payments in SiteLink Web Edition. 2. Select the correct tenant from the list of tenants and click Next. |
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3. Click Insurance in the bottom right corner of the screen. |
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4. Enter the tenant’s policy details in the Proof of Insurance section. Complete all fields in this section.
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5. Click Create New Proof, then click OK to exit the screen. |
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If you do not see the Proof of Insurance section, the setting to accept private insurance needs to be enabled in your software. To enable the setting, navigate to Site Setup and click Insurance and Protection Plans. |
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Click Setup under the insurance brand you use. |
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Check the box next to Enable tenant proof of insurance and click OK. When you navigate back to the Insurance page, you should now see the Proof of Insurance section. |
How do I record Insurance coverage a tenant selects?
If a tenant asks to be enrolled in a particular coverage plan rather than being enrolled in the lowest cost plan, record their selection in SiteLink using the instructions below.
1. Navigate to Payments in SiteLink Web Edition. 2. Select the correct tenant from the tenant list and click Next. |
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3. Click Insurance in the bottom right corner of the screen. |
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4. Select the policy the tenant wishes to enroll in from the Insurance Policy section. |
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5. Click Create New Policy and then OK to exit the screen. |