Record a Certificate of Insurance

Short Form | Full Form

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Adding a COI using the Short Form

The short form allows you to only track the certificate expiration dates.

1. Select Applications from the platform navigation bar
2. Select COI Track
3. Click the New button in the upper-right
4. Select the Certificate Type from the drop-down menu
5. Click Continue
6. Enter in the Certificate Name
7. Select the Vendor from the drop-down menu
8. Enter in the expiration dates for the applicable lines of coverage
9. Under the Attachments section, click the New button to add the certificate
   1. Click Select Files
   2. Find the certificate file and attach it
   3. Click Done
10. Click Save & Close

Adding a COI using the Full Form

1. Select Applications from the platform navigation bar
2. Select COI Track
3. Click the New button in the upper-right
4. Select the Certificate Type from the drop-down menu
5. Click Continue
6. Enter in the Certificate Name
7. Select the Vendor from the drop-down menu
8. Click on the Full Form button
9. On the Main tab, Enter in the Insurers Affording Coverage
10. Based on the type(s) of insurance on your certificate, fill out the General, Auto, Excess/Umbrella, and Worker’s Comp sections with the information from the certificate
11. On the Other tab, enter in any non-standard lines of coverage on your certificate
12. On the Options and Exclusions tab, check any of the options that apply or click the Add Option button to add a new option
    1. You can enter the text from the description of operations section on your certificate in the Comments section
13. On the Information tab,
    1. Enter in a Revision Number if applicable
    2. If you would like to track by project, click the icon next to the name of the project to move it over to the Assigned Projects column
14. On the Attached Documents tab,
    1. Click Select File
    2. Browse and upload a copy of the certificate
15. If you would like to compare this certificate to one of your default sets, select the requirement set under Minimum Requirements
16. If you would like to validate the certificate entered with the minimum requirements, select Validate. Any areas not meeting the minimum requirements will be highlighted in red
17. Click Save

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