Collect sports insurance premiums

Open organisation settings and choose the Insurance tab. Anything set in the organisation wizard can be reviewed and changed here. At the top, a notice explains that BuPay only collects premiums and passes them to your organisation, and "What your organization does" lists your part: cover starts once your organisation pays the insurer, and members should get the insurer's leaflet and statement of important matters.

• Enable insurance: off by default. While it's on, this year's premium is issued as soon as a member joins a team
• Insurer or policy name (required): shown to members and used as the name of the premium charge. No premiums are issued until it is set
• Fiscal year start and renewal month: April and March by default; next year's premiums are issued automatically in the renewal month
• Rate table: enter the premium for each age band to match the policy your organisation holds; the bands must cover ages 0 to 120 with no gaps
• Coverage details (optional): add a link to a page describing the cover, or a file such as a PDF (up to 10 MB)
• Collection-only confirmation: when you save with insurance turned on, tick "Our organization enrols with the insurer and pays the premiums to the insurer. BuPay only collects the premiums."

Write the note members will see and press "Save Changes". Use the same button whenever you change the settings. The insurer, note and form also appear on the team page and in the invite's cost review.

For existing members, press "Run renewal now" and confirm with "Issue premiums". Every member without a premium yet is charged, and members without a birthdate are listed in the result.

The "Premium roster" lists each member's birthdate, age at the start of the fiscal year, band, premium and premium status (paid, unpaid, not issued, exempt (filed elsewhere), waived, void). It covers the whole organisation, with one premium per member per year. You can also mark members who pay through another organisation as "Exempt (filed elsewhere)", or waive a premium, from here.

"Roster CSV" exports team, name, kana, birthdate, age, band, premium and premium status for your organisation's own filing.

The team's Members tab also shows each member's premium status, such as "Insurance premium paid", unpaid, not issued, waived or void, with the fiscal year and band, so managers can spot unpaid premiums at a glance. Whether a member is covered depends on your organisation's enrolment with the insurer.