Quick Answer
✔️ You can mark insurance requirements compliant by checking the appropriate boxes if the coverage meets your risk appetite or use waivers/overrides to document exceptions.
Step-by-Step Instructions
Step 1: Review the Certificate of Insurance
Open the party’s certificate of insurance.
Check the requirements.
Step 2: Determine Requirements are Met
If the party has requirements that are showing non-compliant decide if documentation provided meets your risk standards based on workflow practices.
If acceptable, Click Edit and check the box to acknowledge the requirement is met.
Step 3: Address Limit Shortfalls
If documentation provided does not meet the requirements (e.g., $4M provided instead of $5M), decide whether to accept it.
If acceptable, document it using waivers or overrides.
If unacceptable, leave as non-compliant.
Troubleshooting & FAQs
💡 Common Issue 1: "I’m unsure if combining GL and umbrella is acceptable."
→ Solution: Consult your broker to confirm whether the total coverage meets your risk requirements.
💡 Common Issue 2: "The system is not reflecting my changes."
→ Solution: Ensure you've clicked Save after making selections. If the issue persists, refresh the page.
4. Additional Resources
📚 Related Articles:
💬 Still Need Help? Contact [email protected] or chat bot for assistance.