How to manage vehicle insurance in Pulpo

What is vehicle insurance management for?

The Insurance feature allows you to register and track insurance policies linked to each vehicle, regardless of ownership type (owned, renting, or leasing).

With this information, you can:

Centralize insurance policy data.
Track coverage periods and costs.
Access the insurance history per vehicle.

This feature is available for Admin and Employee profiles, depending on company permissions.

How to add insurance to a vehicle

Access the vehicle

Go to Fleet > Vehicles.
Select the vehicle you want to insure.

Open the Insurance tab

Within the vehicle form:

Open the edit or creation view.
Click on the Insurance tab.

📌 Important
The Insurance tab is available for all vehicles, regardless of ownership type.

Complete the insurance details

Policy information

Policy number
Provider
Start date
End date
Insurance duration

Insurance setup

Insurance type
Payment frequency
Create as scheduled expense (optional)

Insurance premium

Subtotal
Taxes
Total

💡 Registering the premium helps ensure accurate cost tracking.

Available insurance types

When registering an insurance policy, you can select one of the following options:

None
For vehicles without an insurance policy or when information is not available.
Own damage with deductible
Covers damage to the insured vehicle, with a deductible paid by the insured party.
Mandatory + windows + own damage
Includes mandatory insurance, glass coverage, and own damage.
Third-party
Covers civil liability towards third parties only.
Extended third-party
Includes third-party coverage with additional guarantees such as glass or theft.
Comprehensive
Full coverage without deductible.
Comprehensive with deductible
Full coverage with a deductible defined in the policy.

💡 Selecting the correct insurance type improves risk management and historical analysis.

Save the insurance

Review the information.
Click Create.

The insurance policy will be linked to the vehicle and visible in its profile.

Best practices for insurance management

Always verify start and end dates to avoid expired policies.
Select the correct insurance type for accurate reporting.
Register the full premium amount for better cost control.
Use scheduled expenses if recurring financial tracking is required.