Inputting and Submitting a New Insurance
To input and submit a “New” Insurance, select the “+ Add Insurance” option on the Insurances webpage. This will display the Add Insurance dialog (shown below), or head to your company's page in the 'Subcontractors' section of the portal, and select “+ Add Insurance” from the "Actions" drop down menu in the top right hand corner of the screen:
From the Insurance Section:
From your company's page
Entering the insurance details
Enter all of the mandatory information and as many of the other fields that ensure that the scope of the insurance is fully specified and will be easily understood by the Contractor users. At this stage the Status of the Insurance is “Preparing” .
Add any notable “Exclusions” not covered by the policy.
When completed, select the “Sign and Submit” option to submit the Insurance to the Contractor for Review and Approval. The Status of the Insurance is automatically updated to “Submitted”.
The Insurance is then issued to the Contractor for Commercial and/or Financial approval.
Renewing an existing Insurance
To “Renew” an existing Insurance, select the current or expiring Insurance to display on the Insurance Details webpage, and then select the “Renew Insurance” option from the Actions drop-down list.
This will display the Add Insurance dialog (shown above) with the Insurance Type pre-filled and the Project and Contractors copied from the Insurance that is being “Renewed”.
Enter all of the mandatory information and as many of the other fields that ensure that the scope of the insurance is fully specified and will be easily understood by the Contractor users. At this stage the Status of the Insurance is “Preparing”
Add any notable “Exclusions” not covered by the policy.
When completed, select the “Sign and Submit” option to submit the Insurance to the Contractor for Review and Approval. The Status of the Insurance is automatically updated to “Submitted”.
The Insurance is then issued to the Contractor for Commercial and/or Financial approval.
