Add Insurance
- Click the
button located on the right-hand side of the policies section.
- A new window will open, where you will be instructed to upload a certificate of insurance and add policy dates.
1. How to Upload a Certificate
There are two different ways to add a file.
- Select the Select File text to open your file explorer directly from the window.
- Drag the file over the window and drop.
Users can only upload one certificate at a time.
2. Select Policies
After uploading the certificate, only select the policies that correspond to the policies on the uploaded file.
- Select the box next to each policy that is found on the uploaded file.
- Enter each policy’s beginning and end date.
There are two ways to enter a date:
- Select the text and type a date.
- Select the
icon and select a date from calendar
All date boxes are disabled until the insurance type is selected.
3. Submit Policies
Once all policies match the uploaded file, select the 
button located on the bottom right-hand corner of the window.
- Repeat starting at step 1 for any other certificates that need to be added.
Errors
Select the error message that matches yours to get an explanation and a solution.
Insurance policy file must be uploaded
At least one policy must be selected
Effective and expiration date must be provided
Missing Certificate
Insurance policy file must be uploaded
If you received the above error message you do not have a certificate attached to the policies.
Please upload the certificate that corresponds with the selected policies and dates.
Click here for more information about adding an insurance certificate.
Missing Policies
At least one policy must be selected
If you received the above error message you do not select any policies.
Please select each policy that corresponds with the uploaded certificate.
Click here for more information about adding a policy.
Missing Policy dates
Effective and expiration date must be provided
If you received the above error message you do not enter a beginning or end date for each policy.
Make sure to add a beginning date and an ending date for each policy even if they are all the same.
Click here for more information about adding an policy.