Help Center
Go to Customer Portal
COIs
Early Pay Program
Application Process
Eligibility and Requirements
Using the Early Pay Portal
Financial Questions
Security and Compliance
General Troubleshooting
Prequal
GCs
Subcontractors
General
Video Tutorials for GCs
Contracts
General
GCs
Subcontractors
Video Tutorials for GCs
Video Tutorials for Subcontractors
COIs
General
GCs
Subcontractors
Insurance Brokers
Tutorial videos for GCs
Tutorial videos for Subcontractors - sub folder
Invoicing
GCs
Subcontractors
Tutorial videos for GCs
Tutorial Videos for Subcontractors
Projects
GCs
Tutorial Videos for GCs
Account & Set Up
General
GCs
Subcontractors
Video Tutorials for GCs
Diversity
General Contractors
Subcontractors
General
Integrations
GCs
Back to home
Help Center
COIs
Early Pay Program
Application Process
Eligibility and Requirements
Using the Early Pay Portal
Financial Questions
Security and Compliance
General Troubleshooting
Prequal
GCs
Subcontractors
General
Video Tutorials for GCs
Contracts
General
GCs
Subcontractors
Video Tutorials for GCs
Video Tutorials for Subcontractors
COIs
General
GCs
Subcontractors
Insurance Brokers
Tutorial videos for GCs
Tutorial videos for Subcontractors - sub folder
Invoicing
GCs
Subcontractors
Tutorial videos for GCs
Tutorial Videos for Subcontractors
Projects
GCs
Tutorial Videos for GCs
Account & Set Up
General
GCs
Subcontractors
Video Tutorials for GCs
Diversity
General Contractors
Subcontractors
General
Integrations
GCs
COIs
Strengthen your review and tracking processes
General
COI status legend
Endorsement status legend
GCs
How do I send a COI request?
How do I request additional policies to an existing COI request?
How do I review submitted COIs?
Can I edit a COI request to a subcontractor after sending it?
How do I delete a COI request?
Why doesn't my COI request email take me to the request when I click on the link?
How do I add insurance requirements to my COI request?
How do I upload COIs on behalf of my subs?
What is Scope Completed status?
How do I upload a COI from a new carrier when the existing COI is still Active?
See more
Subcontractors
Where do I upload COIs?
How do I request a waiver for an insurance policy?
The Submit button doesn't work after submitting my renewal document.
Can I upload a COI for a project without receiving a request from my GC?
How do I add my insurance broker?
What are Insurance Requirements?
My insurance broker left the company. Can I add someone else?
See more
Insurance Brokers
Why can't I see COI requests for my client?
How do I upload a COI for my insured client?
Tutorial videos for GCs
Session 1: COI Module Overview
Session 2: Sending and reviewing COI requests
Session 3: Accepting Blanket COI policies
Tutorial videos for Subcontractors - sub folder
How to manage your COIs
