Elle H.

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 Additiona...

To add a new client user, you must have the “manage users” permission level. Follow these steps to complete the process: Step 1: Access Account Settings Open your web browser and go to the login p...

The Reports section in myCOI provides valuable insights into vendor compliance, registrations, expirations, and other important metrics. Below is a summary of the key reports available to clients: ...

Keeping third-party vendor contact details up to date is essential for maintaining seamless communication and compliance. Follow the steps below to update vendor contact information within your cli...

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 ...

Overview Submitting an override in myCOI is a straightforward process, but it’s important to understand the permissions and rules associated with this feature. Follow the steps below to ensure your...

Ensuring your Certificate of Insurance (COI) is properly uploaded is essential for maintaining compliance. Follow these steps to successfully upload your COI via myCOI. Step-by-Step Guide 1. Log In...

Uploading a Certificate of Insurance (COI) to a vendor ensures that all necessary insurance documents are properly stored and accessible. Follow these steps to complete the process efficiently: Ste...

To remove a vendor from a division, Follow these steps: Step 1: Navigate to Vendors Open your web browser and navigate to the login page. Enter your credentials and log into your account. Click on...

Adding a third party (vendor) to a division ensures they are properly assigned to the correct insurance set and contract IDs within your system. Follow these steps to complete the process: Importan...