How to Update/Add Additional Insured or Waiver of Subrogation Names

If you need to update or add Additional Insured (AI) or Waiver of Subrogation (WOS) names, follow these steps carefully.

Before you begin: 

Please Make Sure: 

✅ There are no stars next to Additional Insured (AI) or Waiver of Subrogation (WOS) fields.
✅ Any insurance set or vendor with a star next to their requirements must be updated manually.

Important Notes:

• In order to make changes to a division, you must have "Manage Division" Permissions as well as be listed as a chosen user on the division you wish to update. 
• Updating names at the division level applies changes across the entire division.
• If you need to apply changes to each insurance set within a division, the insurance set requirements must be a shield.
• Insurance sets with a star will not update automatically and must be manually adjusted

Step 1: Ensure Proper Permissions

• You must have both the “manage divisions” AND “override insurance requirements” permission levels.
• You must also be assigned as a chosen user within the division to proceed.

Step 2: Access the Division

1. Open your web browser and go to the login page.
2. Enter your credentials and log into your account.
3. Select "Divisions" on the left hand side of the screen.

4. Open the division you want to update.

5. Click the blue "Check Out Division" button.

6. Confirm that you want to check out the division.

7. Click the drop-down arrow next to "Division Insurance" to expand the section.

Step 3: Update AI/WOS Names

Updating Additional Insured (AI) Names

1. Click on "Additional Insured".

2. In the Names and Locations section, add the new or updated name(s) of the Additional Insureds.

Updating Waiver of Subrogation (WOS) Names

1. Click on "Special Wording".

2. In the text box, enter the name(s) you want to add or update.

Step 4: Apply Changes

1. Click Save

2. Then click "Check In Division" to apply these changes.

Updating AI/WOS for a Specific Insurance Set

If you only want to update the AI and WOS name for a specific insurance set and not the whole division:

1. Click the drop-down arrow next to "Division Insurance Sets".

2. Click the drop-down arrow on the insurance set you want to update.

3. Click the drop-down arrow next to "Insurance".

4. Make the necessary changes under the specific insurance set.

If you have any questions, feel free to reach out to our support team for further help!