1. Help Center
  2. General Contractors
  3. Certificate of Insurance Module (COI)

How do I review submitted COIs?

On this page, you will learn how to review (approve/reject) insurance documents submitted by your trade partners

To review insurance documents: 

  1. Navigate to the Certificate of Insurance module. 
  2. Click on any row with a "Pending approval" status to review the insurance documents submitted for the selected COI request.
  3. On the COI details page, under COI, view the insurance documents submitted.
  4. 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. 
  5. Click on Save to finalize the review.