On this page, you will learn how to review (approve/reject) insurance documents submitted by your trade partners
To review insurance documents:
- Navigate to the Certificate of Insurance module.
- Click on any row with a "Pending approval" status to review the insurance documents submitted for the selected COI request.
- On the COI details page, under COI, view the insurance documents submitted.
- Approve or Reject each request policy.
Notes: When rejecting a policy entering a comment is required. After clicking on Save, this comment will be shared in an email with the trade partner.
- Click on Save to finalize the review.