How to Request an Override- Third Party Instructions

If you need to request an override, follow the steps below to submit your request through the Insurance Portal.

Step-by-Step Guide to Submitting an Override Request

1️⃣ Log into Your Insurance Portal

• Access the portal using the link provided in one of the emails we’ve sent you.

2️⃣ Enter Your Login Credentials

• Use your username and password to log in.

3️⃣ Locate the Assignment

• Once inside, find the assignment for which you need to request an override.

4️⃣ Access the Assignment Details

• Under the Details column, click the blue "View Details" link.

5️⃣ Submit an Override Request

• Select the "Submit Override Request" button.

6️⃣ Review Important Override Information

• A pop-up will appear with helpful tips and important notes:
  • Pending overrides do not need to be resubmitted. If your override is pending, it means it is awaiting a response from the customer.
  • Overrides do not change contract requirements.
  • Only the customer you are in contract with can approve the override. A response from them is required before the override can be processed. 

7️⃣ Proceed with the Request

• Click "Continue" to move forward. 

8️⃣ Enter Override Details

• Override Request Field: Enter the specific items you are requesting to override.
• Override Reason Field: Provide a reason for the request (e.g., "Cannot add this requirement to my policy," "Requirement is not applicable," etc.).

9️⃣ Submit Your Request

• Once you've filled out both fields, click "Submit Request."

✅ You're done! Your request will be processed based on the response from the customer.

Important Notes:

• Some clients do not allow override requests through the portal. If you do not see an option to submit an override, this means the customer has opted out of this feature.
• In these cases, you can still submit your override request by contacting our support team at [e-mail].
  • When emailing support, include the following details:
    • Your company name
    • The customer you are in contract with
    • The override request items
    • The reason for the override request

If you have any further questions, feel free to reach out to our support team.