1. The Account Associate receives an email notifying them that a contractor submitted a Certificate. 2. The link to the uploaded certificate appears at the bottom of the compliance…
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The certificate upload link sent to the contractor in the certificate deficiency notice is static. Basically, think of this upload as similar to contractor hitting “Reply” on an email. The…
Let’s say you want to track if there is a wrap-up Exclusion on the GL policy. This needs to be checked with each year’s GL renewal. Here is the…
Other Policies Other policies are coverages which are required by most contracts on a project. On the compliance page for the contract, it defaults to N/A. To begin tracking,…
Warning: There is an opportunity for you to set this up erroneously and cause problems tracking this at the contract level. Notice that the ACORD 25 (2016/03) certificate has…
