Insurance Certificates

This guide explains how to create a new insurance item in your eComm project and update it when the underlying policy has expired. It walks you through setting up the insurance record, entering required details, and managing the renewal or update process after expiration.

Steps:

• Navigate to the project in eComm where the insurance item is needed.

• Access the section like Contracts / Risk / Insurance (or equivalent) to create the insurance item.

• Click Create New Insurance Item (or similar) to start a new record.

• Enter the Insurance Type (e.g., General Liability, Workers’ Compensation, Builder’s Risk).

• Select the Insurer / Insurance Company name.

• Enter the Policy Number and Effective Date of the coverage.

• Enter the Expiration Date of the policy.

• Upload or attach required policy documents or certificates as proof of coverage.

• Set the Status of the insurance item (Active, Expired, Pending Renewal).

• After the policy has expired, open the insurance item and update the Expiration Date to reflect the new coverage.

• Upload the renewal certificate or new policy document to replace the expired one.

• Update the Status to Active (or other appropriate status) once the new policy is in place.

• Add any Notes about the renewal or change (e.g., coverage limit changes, insurer change).

• Save or Submit the record so it’s updated in the system and visible for audit/tracking.