Policies

In this tab, users can see all of their uploaded policies displayed, request COIs, receive quotes, make changes to their policies, and upload new policies

Dashboard

In the dashboard, each policy is organized by its policy number, policy type, carrier, line of coverage, total cost, credit rating, overpayment percentage and activity status. Each row represents a policy with an individual policy number.

Using the information icon listed on each policy, users can download policy documents, request certificates of insurance, and request policy changes. All registered accounts can view this information by default.

Overpayment Percentage is estimated based on an anonymized, de-identified dataset of customer insurance policy data, including cost, coverage, and YoY price fluctuation. The dataset spans thousands of companies and tens of millions of premium dollars.

Credit rating assigned to insurance carriers uses a blended assessment of A.M. Best, a global credit rating agency, and proprietary insights into a company’s financial strength and operating performance with its insureds, including likelihood of claims payout and rate fluctuation.

Request a Certificate of Insurance (COI)

Users can request a certificate of insurance by clicking on the information icon on the dashboard. This can also be done by emailing your account manager or [email protected]. After completing completing questions on line of coverage, additional requirements, necessary attachments, certificate holders, and addresses, an automated request is sent to our team.

We will turn around the request within 24-48 hours via email. Our average turnaround time is less than 2 hours, currently. We take COI turnarounds seriously because we know this is the difference between moving into an office, securing a new customer, and onboarding a new vendor.

Get a Quote

Users can request a quote of a new coverage line or additional coverage on an existing line by clicking on the information icon on the dashboard. This can also be done by emailing your account manager or [email protected]. After completing completing questions on line of coverage, additional requirements, necessary attachments, certificate holders, and addresses, an automated request is sent to our team.

We will correspond with the user over email to turnaround the request expediently.

Request a Change

Users can request a change to their existing policy by clicking on the information icon on the dashboard. This can also be done by emailing your account manager or [email protected]. After completing completing questions on line of coverage, additional requirements, necessary attachments, certificate holders, and addresses, an automated request is sent to our team.

We will correspond with the user over email to turnaround the request expediently.

Upload a Policy

If all policies were not uploaded at the time of account creation, the user can upload policies by clicking the "Upload Policy" button. This policy will then be displayed with existing policies on the user's dashboard.