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Certify® Off-Site Certificate Tracking
- A certificate was submitted via link in request email. What's next?
- Assuming that the link has not been clicked on, if the user forwards a link for the certificate upload to someone else, will the new recipient be able to upload?
- Automobile Liability Setup: Avoid a Requirements Setup Error
- Description of Operations Setup
- I am the new AA on a project. A contractor just submitted their certificate, but it was emailed to the old AA. Why?
- Other Policies vs Additional Policies
- Quirky Usage Case: Tracking exclusions on a policy
- Why is this item in the description of operations sorting to the top?
CR-Insight® Emails
- CR-Insight® Enrollment Email Content and Attachments Explained
- Detailed CR-Insight® Email Content
- How to Send a CR-Insight® Enrollment Request Email
- If the contractor uploads the custom document, is there anything else you need to do to make sure its marked as received?
- Utilizing the Enrollment Document Follow-Up Email
CR-Insight® FAQ's
- Drag and Drop Files to Upload Documents to CR-Insight®
- Identifying your browser version for CR-Insight® tech support
- Rejected Contracts: Why? When? How does it work?
- This contractor just entered their payroll, but the icon is still orange saying they are missing payroll. What's up with that?
- What does changing the Development Status from Open to Closed do?
CR-Insight® Introduction
CR-Insight® Project Cycle
- Can two people be the enrollment contact?
- Change Order Credits
- CIP Expiration
- Enrollment Icons and Automation
- GL-Only Close Out Letters
- How can I make sure that a contractor with two contracts can tell the difference between the two in order to enter payroll?
- How do I turn off automated follow up enrollment request emails?
- How to handle a Bulk Renewal with two overlapping WC policies
CR-Insight® Reports
- Detailed Contract Compliance Report Break Down
- How do unanswered description of operations and endorsement questions effect the compliance report?
- How does the request count work? Does the count reset to 0 after becoming compliant?
- How to Generate Insight® and Certify® Reports
- How to Generate WrapSheet® Reports
- Learn How to Link Additional Rating Factors to the Balance Sheet Report
- Why can’t I find the Contract Compliance Report in the Report Messenger section? I know I have seen it here before! I have other projects set to receive this report.
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