Page Comparison

Viewing Insurance Requirements and Drafts

Within the Clients tab of your account, you may view the insurance requirements for a client in the respective page of each client. From the left menu Insurance Requirements, you can add insurance certificates and send them to your client for approval.

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Completing Insurance Requirements

For each client, you need to fill in the required sections and upload your insurance certificates. You may upload certificates at your convenience and save them as draft until you are ready to send the certificates for approval. After the client approves your certificates, the certificates appear in the Effective Now tab.

In case a client rejects an insurance certificate because of a different coverage basis or less than required carried amount, the Draft tab shows Effective Now: Rejected. You will need to provide necessary insurance certificates and resend for approval.

Should a client activate a different set of insurance requirements for a future date, in addition to a set of currently effective requirements, you may also upload your certificates for the future and send them for approval.

Once you update details for a specific insurance type for a client, you may easily populate the same details for another client. Find the Copy Details From drop-down list under the insurance type, select the desired client name, and click Save. The required details are added to the fields. However, you still need to upload a unique insurance document with the current client listed as a certificate holder.

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OCR and Auto-Review Results

Manually filling out the certificates of insurance (COI) content and changing it every year for each client is a time-consuming process. Now, uploading insurance information and checking if it meets clients’ requirements have become faster.

We use the Optical Character Recognition (OCR) technology to scan an Acord 25 insurance certificate and fill in its content to ServiceChannel. Then, ServiceChannel validates the information and shows Auto-Review Results on your compliance with client’s requirements.

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With OCR and Auto-Review Results, your workflow of insurance upload consists of 7 steps:

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1. You upload an Acord 25 insurance certificate.

2. Our Optical Character Recognition (OCR) technology scans it and fills out the information in the right fields.
   

   Note
   If you uploaded the document that is not theAcord 25 form, you should manually enter its content.

   
   

3. Auto-Review Results show if the information entered meets a client’s requirements.
4. You check the correctness of the information entered.
5. You submit updated COI(s).
6. The Auto-Review Results show your clients how many requirements are met, allowing them to approve or reject insurance certificates faster.
7. Your client makes a decision on insurance approval.

1. In the top navigation bar, click the Clients tab.
2. Open the Clients drop-down list, and select the desired client. The requirements for the selected client appear.
3. In the left navigation menu, click Insurance Documents. The Insurance Documents page displays.
4. For an insurance type required by the client, enter the following information:
   1. Enter the carrier name, policy number, policy effective date, and policy expiration dates in the respective fields.
   2. If your client has set a minimum amount for a specific coverage type, you must met or exceed that amount.
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   3. For each occurrence type, enter the amount carried in your insurance certificate.

      Note: In case you have a different basis for an insurance type than required by the client (such as having an Occurrence basis while the client requires a Claims-made basis), you may select the option your certificate carries and enter the amount. However, please keep in mind that the client may require the exact basis or amounts, and may not approve your uploaded certificates.

5. Upload insurance certificate:
   1. In the Upload Insurance Form section, click the Upload Insurance Doc button. The Upload Insurance PDF pop-up window appears.
   2. Click the Choose File to Upload button, and browse to the location of the desired file, and select the file.
   3. Select the boxes next to the types of insurance for which the document applies.
   4. Click Apply File. The uploaded file appears in the Upload Insurance Form section of the draft.
6. Repeat steps 5 and 6 for all required insurance types.
7. Review your certificate to ensure the Description of Operations/Locations/Vehicles and Certificate Holder fields are as required by the client.
8. Save the draft/Send for approval, as desired:

   Save as draft:

   1. Click Save. The draft is saved, and you may send the certificates for approval at a later date.

   Send for approval, with certificates meeting required amounts:

   1. Click the Send for Approval button. A confirmation message appears on the screen that the certificates have been sent for approval.

   Send for approval with less than minimum required amounts:

   1. Click the Send for Approval button. A warning pop-up appears.
   2. Click Send for Approval. A confirmation message appears on the screen that the certificates have been sent for approval.
9. (If applicable) Click the Future (from <date>) tab, and repeat steps 5 - 9 to save insurance certificates for future requirements and send them for approval.

Rejected Policies

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Reviewing the Insurance Documents Page

The Insurance Documents page contains 3 sections:

• Client and requirements
• Insurance Types
• The Action buttons

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Each insurance type can be expanded by clicking the Arrow icon. The information inside each of the sections varies depending on the insurance type. 

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When you upload an Acord 25 insurance certificate, the Auto-Review Results show if the entered information complies with your client's requirements for insurance documents. 

In each section, you will see markers helping to complete insurance information in line with your clients’ requirements and foresee whether you need to make changes.