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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.

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

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

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Excerpt

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.

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title	⦿ How to Upload Insurance Documents with OCR

In the 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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