Templates
Requestor Quick Reference Guide
Attached.
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 ...
The color-coded Policy Status Indicators
Verified Policy has been verified by agent and meets all insurance requirements. Warning Alerts · Unverified – Indicates a policy has not been verified by a license insurance agent · Expiring – First alert <90 days Compliance Alerts · ...
Stop monitoring a policy or handle an exception
By selecting the “more options” icon at the end of the policy, you will be given the option to "Cancel Tracking" or go to "Exception Handling" for the specific policy. Cancel Tracking – removes the policy from the dashboard and disables tracking. ...
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 ...
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 ...
Requesting policies from Suppliers or Vendors
The “Request Policy” page allows users to request COIs or verification of insurance from Suppliers. Select “Add New Request” button. A dialogue box will open with 2 steps. Policy Request - First, in the upper segment of the dialogue box select ...
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 ...