Documentation

• Add Custom Forms to Insurance Profiles
• Notify Company of Non-Compliant Status or Expiration
• Overriding Certificate Compliance Status
• Insurance Compliance Calculations
• Certificates - Add and Edit Certificates of Insurance (Property Management Guide)
• Insurance Profiles - Add and Edit COI Profiles
• Deleting Certificates of Insurance
• Filtering and Using the Insurance Grid
• Configuring Insurance Notifications for Tenants and Vendors
• Configuring Insurance Notification for Property Managers
• Self-Insured Companies
• What Does Each Insurance Compliance Status Mean?
• Coverage Types for Certificates of Insurance
• Certificate Imports: New Company ID Column
• Certificate Imports: Integrating AM Best Ratings with Insurer NAIC# Field