--- title: Obtain proof of insurance from your members description: Collect proof of insurance from your members when they join or renew, view it in their record and export the insurance information. --- [Skip to content](https://support.yapla.com/en-ca/obtain-proof-of-insurance-from-your-members#main-content) - [English - Canada](https://support.yapla.com/en-ca/obtain-proof-of-insurance-from-your-members) - [Français - Canada](https://support.yapla.com/fr-ca/obtenir-une-preuve-dassurance-de-vos-membres) - [Français - France](https://support.yapla.com/fr-fr/obtenir-une-preuve-dassurance-pour-vos-membres) - [Italiano - Italia](https://support.yapla.com/it-it/ottieni-un-certificato-di-assicurazione-dai-tuoi-membri) English - Canada Show submenu for translations [More support](https://support.yapla.com/en-ca/kb-tickets/new?hsLang=en-ca) [Customer portal](https://support.yapla.com/tickets-view?hsLang=en-ca) [![logo-yapla-help-centre](https://support.yapla.com/hs-fs/hubfs/logo-yapla-help-centre.png?width=880&height=119&name=logo-yapla-help-centre.png)](https://support.yapla.com/en-ca/?hsLang=en-ca) - [Meet](https://www.yapla.com/en-ca/support-meeting?utm_term=plateforme) - [Yapla Academy](https://academy.yapla.com/) Open main navigation Close main navigation - [Meet](https://www.yapla.com/en-ca/support-meeting?utm_term=plateforme) - [Yapla Academy](https://academy.yapla.com/) - - [English - Canada](https://support.yapla.com/en-ca/obtain-proof-of-insurance-from-your-members) - [Français - Canada](https://support.yapla.com/fr-ca/obtenir-une-preuve-dassurance-de-vos-membres) - [Français - France](https://support.yapla.com/fr-fr/obtenir-une-preuve-dassurance-pour-vos-membres) - [Italiano - Italia](https://support.yapla.com/it-it/ottieni-un-certificato-di-assicurazione-dai-tuoi-membri) English - Canada Show submenu for translations - [More support](https://support.yapla.com/en-ca/kb-tickets/new) - [Customer portal](https://support.yapla.com/tickets-view) - [Contact us](https://support.yapla.com/en-ca/kb-tickets/new) [Contact us](https://support.yapla.com/en-ca/kb-tickets/new?hsLang=en-ca) How can we help you? - There are no suggestions because the search field is empty. 1. [Yapla Help Centre](https://support.yapla.com/en-ca?hsLang=en-ca) 2. [Manage my members](https://support.yapla.com/en-ca/manage-my-members?hsLang=en-ca) 3. [Advanced functions](https://support.yapla.com/en-ca/manage-my-members?hsLang=en-ca#advanced-functions) # Obtain proof of insurance from your members ## Add an insurance step to the membership to collect proof of insurance from your members, then view or export this information. Available from the Premium plan. Add an insurance step to the sale or renewal of a membership to collect proof of insurance from your members. This feature is often used by professional associations. ![Insurance step in the membership form](https://support.yapla.com/hs-fs/hubfs/Knowledge%20Base%20Import/mceclip0-Dec-22-2025-08-47-06-9329-PM.png?width=650&name=mceclip0-Dec-22-2025-08-47-06-9329-PM.png) **In this article** - [Set up the insurance step](https://support.yapla.com/en-ca/obtain-proof-of-insurance-from-your-members#setup) - [View insurance information](https://support.yapla.com/en-ca/obtain-proof-of-insurance-from-your-members#view) - [Export insurance information](https://support.yapla.com/en-ca/obtain-proof-of-insurance-from-your-members#export) ### Set up the insurance step 1. Go to **Members \> Settings \> Membership Types** and open the membership type. 2. Open the **Insurance** tab. 3. Add at least one item or form. The item describes your organization's insurance rules; the form collects the information from your members. ![Membership Types tile](https://support.yapla.com/hs-fs/hubfs/Knowledge%20Base%20Import/mceclip0-Dec-22-2025-08-47-10-0499-PM.png?width=650&name=mceclip0-Dec-22-2025-08-47-10-0499-PM.png) ![List of membership types](https://support.yapla.com/hs-fs/hubfs/Knowledge%20Base%20Import/mceclip2-Dec-22-2025-08-47-07-9464-PM.png?width=650&name=mceclip2-Dec-22-2025-08-47-07-9464-PM.png) ![Insurance tab of a membership type](https://support.yapla.com/hs-fs/hubfs/Knowledge%20Base%20Import/mceclip3-Dec-22-2025-08-47-08-9396-PM.png?width=650&name=mceclip3-Dec-22-2025-08-47-08-9396-PM.png) Only forms that are not already used elsewhere are offered, so you will usually create a form dedicated to insurance. To make proof of insurance mandatory, make the relevant fields of the form required. ### View insurance information On the member's record, the **Insurance** tile displays the information submitted. It also appears in the insurance section of the related membership record. ![Insurance tile of the member record](https://support.yapla.com/hs-fs/hubfs/Knowledge%20Base%20Import/mceclip1-Dec-22-2025-08-47-11-3092-PM.png?width=650&name=mceclip1-Dec-22-2025-08-47-11-3092-PM.png) ### Export insurance information The answers to the insurance form are saved in the member's record, so you can export them with the rest of your members' information. 1. Go to **Members \> Members**, or to **Members \> Memberships** to also get the membership columns. 2. Click **Export**. 3. Choose **Export all member data** (or **Export all membership data**), then click **Export**. 4. Get the file in **Members \> Reports**. ![Please confirm export window](https://support.yapla.com/hs-fs/hubfs/KB%20Membres/export-membres-toutes-infos-en.png?width=360&name=export-membres-toutes-infos-en.png) To export only some columns, first add the insurance fields to the list with **Search presentation**, then choose **Only the columns displayed on the screen**. Exporting requires the Export permission. If you use Prolink Insurance, the insurance status (valid, expired, etc.) is checked directly with Prolink. It is not saved in Yapla and is therefore not included in the export: check it in the **Insurance** tile of each member's record. ### Learn more - [Use the services of Prolink Insurance](https://support.yapla.com/en-ca/use-the-services-of-prolink-insurance?hsLang=en-ca) - [Getting started on Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#main-content) - [Collection of useful resources to discover Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#collection-of-useful-resources-to-discover-yapla) - [Getting started](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#getting-started) - [Make the most of Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#make-the-most-of-yapla) - [About Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#about-yapla) - [Configure my account](https://support.yapla.com/en-ca/configure-my-account?hsLang=en-ca#main-content) - [First steps](https://support.yapla.com/en-ca/configure-my-account?hsLang=en-ca#first-steps) - 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