Certificate of Insurance Module (COI)
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      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. 
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      2. Click on any row with a "Pending approval" status to review the insurance documents submitted for the selected COI request.
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      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.