Required status indicates a policy is required from the insured client.
Inside the COI Manager page, click to upload or drag and drop in the box provided to submit your COI.
Review the requirements at the top of the page to know what kind of coverage to provide.
You can upload multiple documents at once.
You will notice the Submit button in the upper right corner is gray and not clickable. This will change once you provide insurance documents.
Once you upload your insurance documents, our platform will automatically read them and pull the policies it found along with their expiration dates at the bottom under COI Request Statuses.
If you would like to request a waiver, click Add waiver request. Provide a reason for the waiver in the box that appears and click Request waiver.
Click the Submit button in the upper right corner that is now blue and clickable.
Hover over the yellow dot for tips on why the Submit may be gray.
Once you've submitted your insurance documents, you'll be brought back to the Certificates of Insurance page and you will see the policies from the request are in Pending approval status.
Pending approvals means the policies are awaiting review and approval from the general contractor.
