# Add / Edit Policy Modal

The Add/Edit Policy modal is used to create or update any insurance policy in the system. It adjusts dynamically based on the selected policy type and enforces validations to ensure compliance and accuracy.

***

### Modal Behavior

* Fields are shown or hidden depending on the selected **Policy Type**
* Some fields (e.g., Reefer Breakdown or Assigned Unit) only appear when applicable
* Existing policies can be edited, replaced, or renewed from this same interface

\
\&#xNAN;*Figure: Modal with required fields and dynamic logic based on policy type.*

<figure><img src="/files/9lOhRnrGvhV4ym5CXzcl" alt=""><figcaption></figcaption></figure>

***

### Shared Required Fields (All Types)

| Field              | Required | Description                             |
| ------------------ | -------- | --------------------------------------- |
| Policy Type        | ✅        | Preselected from dropdown               |
| Policy Number      | ✅        | Unique identifier for the policy        |
| Insurance Provider | ✅        | Must be chosen from supported providers |
| Coverage Limit     | ✅        | Total value in USD                      |
| Start Date         | ✅        | Policy activation date                  |
| Expiration Date    | ✅        | Policy end date (drives alerts/tags)    |
| Provider Rating    | ✅        | A–F grade scale                         |
| Document Upload    | ✅        | PDF or image; used for audits and proof |

***

### Conditional Fields (Based on Type)

| Policy Type          | Additional Fields                   |
| -------------------- | ----------------------------------- |
| Motor Truck Cargo    | Reefer Breakdown checkbox           |
| Physical Damage      | Assigned Truck and/or Trailer       |
| Trailer Interchange  | Assigned Trailer (single unit only) |
| Automobile Liability | Assigned Truck                      |

> ⚠️ A policy cannot be saved unless **all required fields** are completed, including document upload.

***

### Document Uploads

* Supported formats: PDF, PNG, JPG
* Uploaded files appear with a preview and filename
* Re-uploading replaces the current document

\
\&#xNAN;*Figure: Document upload component with file preview and drag-drop support.*

***

### Notes

* Policies may be edited before or after expiration, but expired policies will still trigger warnings until replaced
* Editing a policy updates it across all connected views (unit detail, insurance table, etc.)
* Admin-only feature; restricted for users without permissions

> ✅ Tip: Use consistent naming conventions and dates to make document management and audits easier across all policies.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://rute.gitbook.io/carrier/company/settings/insurance-policies/add-edit-policy-modal.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.