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619184342

2402582551/Managing+

Clients

Expired+

and+Client+Requirements

Excerpt

30 days before your insurance policies have reached their expiration date, you will receive the first alert from Fixxbook prompting you to upload your renewed insurance documents. In case you forget about it, the second alert will be sent to you seven days before the expiration date.
The alert will be sent to the email address that you have specified for alerts.
Email Alert that the required insurance document has expired

Email Alert that the required insurance document has expired

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You can also view the alert under the Alerts icon in the top navigation bar.

Click the Alerts icon to see the required insurances that have been expired Image Removed

Uploading and Sending Insurance Certificates for Approval

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When you upload an Acord 25 insurance document, the Optical Character Recognition (OCR) technologyautomatically extracts information and populates it into theneededfields. After that, you should check the correctness of the information entered and submit it to the client. You also will be able to edit the insurance information later.

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Tip

Tip!

If you have already uploaded insurance for any of your clients, you can copy the insurance document and its details to the selected client.

In the Commerical General Liability insurance type, select the client in the Copy From drop-down and apply the insurance document and its details to the current client.

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The OCR detectsanAcord 25 insurance certificate.You can upload it on the Insurance Documents page.

and Send Insurance Certificates for Approval

Select the client for whom you want to update insurance.

Find the Copy Details From drop-down list under the insurance type.

Select the desired client name.

Click Save.
The required details are added to the fields.
Copy insurance details from one client to another

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title	⦿ How to Upload

Insurance Documents with OCR

In the

top navigation bar, click the Clients tab.
Click the Clients tab to open the Clients page

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Select the client, for example, ServiceChannel.com, Inc., by clicking the company logo, client name, or the Continue button next to the client name.
Click either the name or logo of the desired company or the Continue button next to it

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In the left navigation menu, click Insurance Documents.
The Insurance Documents page opens.

Click Edit.
Click Edit to update the insurance information and upload a new insurance document

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For an insurance type required by the client, enter the following information:

Enter the Carrier’s name, Policy Number, Policy EFF (policy effective date), and Policy EXP (policy expiration date).
For each occurrence type, enter the amount carried in your insurance certificate.

Upload insurance certificate(s) for all required insurance types:

In the Upload Insurance Form section, click the Upload Insurance Doc button.
The Upload Insurance PDF pop-up window appears.

Click Choose PDF File to Upload, and select the file.

Select the checkboxes next to the types of insurance for which the document applies.

Click Apply File.
The Upload Insurance PDF Overlay

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The uploaded file appears in the Upload Insurance Form section.

Review your certificate to ensure the Description of Operations/Locations/Vehicles and Certificate Holder fields are filled out as required by the client.

Click Save and Send for Approval at the bottom of the page.
A confirmation message appears on the screen that the certificates have been sent for approval.

Click Ok to close the message.
The notification that the insurance documents have been successfully sent for approval

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Note

When you click Save and Send for Approval, and any insurance certificate has the Exact Amounts smaller than the Required Amounts, a warning message will appear marking the sections where the amount is smaller than required.

Insurance Warning Message that appears when the Image Removed

Click Close to go to the section mentioned in the warning message, correct the amount, and then click Save and Send for Approval again.
Click Send for Approval if you want to send the insurance anyway.
A confirmation message appears on the screen that the certificates have been sent for approval.

Copying Insurance Details for Other Clients

Once you update details for a specific insurance type for one client, you may easily populate the same details for another client.

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Info
For each client, you will need to upload a unique insurance document with the current client listed as a certificate holder.

For more details, view Manage Insurance Documents and Requirements

upper right corner of the page, click Upload Insurance Doc.

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Note
If you already have a valid insurance document on the page but want to add a new one, click the Edit button, then clickUpload Insurance Doc.
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Click Choose PDF to Upload and select a filein the .pdf format.

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Note

The OCR technologycandetectonly Acord 25 insurance certificates.If you upload other documents, they will be attached to the selected insurance types, but you will have tomanually fill out the information from the uploaded document.

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Select the checkboxes to specify to what insurance types your .pdf file relates and click Apply File.

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Info

Depending on the insurance types you selected in Step 3, the OCR will fill them out accordingly. Your document will be attached to the selected insurance type(s).

Click the Arrow icon next to an insurance type to show or hide information about it.

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Check the correctness of the information entered in each section.
Warning
While ServiceChannel strives for accuracy, we recommend reviewing the information entered before submission. ServiceChannel cannot be held responsible for any inaccuracies.

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Review what information does not comply with the client’s requirements and make necessary changes, if possible.
Note
If any field does not meet the client’s requirements, you will see the red text next to it.
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The file you uploaded is located at the bottom of each insurance type section.

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To submit your insurance types, read Submitting Insurance Documents to the Clients.

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