Create templates to monitor supplier compliance
The “Templates” page allows users to create templates to compare the COIs or
insurance verifications received against customized templates based on your
specific insurance requirements. Create as many templates as required to
cover your organization’s needs. For example, you can create a template
specific to contractors or for a building location.
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Adding new requirement templates
To create a new template, navigate to the “Templates” page, select the “Add New Template” button. This will open a new dialogue box with 4 simple steps. Template Details - Name your Template. Select Coverages - From the dropdown selections, choose ...
Monitor your Suppliers’ policies
On your Dashboard page, you will see a listing of all the companies that have shared their policies with you. By selecting the specific company and policy you can see an expanded view of the policy coverage types, limits, endorsements, coverage ...
Common Compliance Issues
How to check if your Client is Compliant Limit Deficiency (Missing Umbrella / Excess Policy) Missing Documents Updating Expired Policies
Generating updated supplier certificates
By selecting the “Generate COI” button, the system will access the approved policy data and generate a PDF of your Suppliers’ Certificate of Insurance. The date of the certificate will be as of the last date that policy was approved by the ...
Requestor Quick Reference Guide
Attached.