How insurance works. Insurance requirements tool


If enabled, you can track insurance certificates by date and time.

 How it works
  • When a project is awarded the contractor will be notified that insurance is required.
  • The (Service provider) will then upload the insurance information.
  •  Then the (Manager) will see an insurance notification in the dashboard as well as in the activity log on the project.  
  • The manager can now approve the insurance after inspecting the submitted documentation.  If approved it will send a notification to the service provider the certificate was approved. 
  • When the certificate is approved by the manager, the manager can now change project status to any custom status.  By default, it'll stay (Insurance pending) until changed manually 

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