How to Approve/Deny an Override

Overview Responding to override requests in myCOI requires specific permissions and is a crucial step in managing insurance requirements. This guide outlines the process for responding to override requests and provides key information about the actions you can take.

---

Key Reminders

1. Permissions Requirement: To respond to an override, a myCOI user must have the “override insurance requirements” permission level.

2. Response Locations: You can respond to overrides in two places:

   • The Assignment Information Page

   • The Override Requests section of your dashboard

3. Finality of Responses: Once an override has been responded to, it cannot be edited or deleted.

4. Communication Outside myCOI: For any questions or additional information about an override, we encourage you to reach out to our support team via email or phone. Please avoid discussing these matters directly within the override section to ensure clarity and proper documentation.

---

How to Respond to an Override

Accepting an Override

1. Click the Envelope Icon:

   • Locate the override request and click the envelope icon to open a free-form text box.

2. Enter Response:

   • Type "Accept" in the text box along with any additional comments, if necessary.

3. Approval Options:

   • When accepting an override, include one of the following options in your response:

     • Accept until policy renewal: This means the override will need to be resubmitted once the policy renews.

     • Accept permanently: This means the override will remain in place for the duration of the assignment.

4. Submit:

   • Confirm and submit your acceptance.

Rejecting an Override

You have two options for rejecting an override:

1. Quick Rejection:

   • Click the red “X” to reject the override. 

   • This option does not allow for additional comments.

2. Rejection with Comments:

   • Click the envelope icon to open the free-form text box.

   • Type "Reject" in the text box and include any comments explaining your decision.

   • Submit your response.

---

Need Help? For additional support with responding to overrides, please contact the myCOI support team.