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Add New Insurance & Certificates

Enter an insurance policy, license, bond, or certification into ConstructionOnline™

BACKGROUND

Staying on top of insurance policies, licenses, bonds, and certifications is essential for risk management and compliance in construction. These documents protect your business, keep projects moving, and prove you're qualified for work, yet tracking them manually is time-consuming and error-prone. 

That's why ConstructionOnline's Insurance & Certificates makes it easy to manage these credentials in one centralized location. By organizing critical coverage across companies, contacts, and projects, the system reduces administrative overhead and helps ensure nothing slips through the cracks. 

THINGS TO CONSIDER

Within ConstructionOnline, any field that shows the gear icon Custom Values in ConstructionOnline which are a feature indicating customizable fields within the platform is a Custom Value, allowing users to add, edit, or remove categories. These fields can be customized by clicking on the icon. 

HOW TO ADD NEW INSURANCE & CERTIFICATES

  1. Access the "Team Management" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Select the desired option under the "Insurance & Certificates" section. 
  3. Click the green (+) Add New ... button.
  4. The "Add New" extension blade will open on the right side of your screen, where you can enter the credential's information, including - 

     Enter information about the credential to add it to ConstructionOnline
    1. Details: General information about the credential  
      1. Name: Give the credential a name. This field is required. 
      2. Company: Assign the Company to the coverage.   
        1. To link the credential to a Company not yet in your directory, select the green "Add New Company" text.  
        2. Toggling On the switch below this field will apply it to all Contacts associated with the Company. 
      3. Resource(s): Select the Contact(s) covered by the credential. 
        1. If a Company has been selected, only the Contact(s) associated with that Company will appear within the dropdown menu. 
      4. Project: Choose a specific Project, Template, or Opportunity that the documentation intends to cover. 
      5. Make This [Policy, License, Bond, Certificate]  Active?: Use the toggle to set it as "Active" or "Inactive." 
        1. ConstructionOnline sets all new credentials to "Active" by default, indicating they're currently in effect. You can change it to "Inactive" during creation if, for example, it's pending or being documented retrospectively. 
      6. Effective Date: Specify the date when the coverage officially begins. 
      7. Expiration Date: Specify the date when the coverage ends. 
      8. Type: Indicate the coverage type.  
      9. Number: Enter the unique identification number assigned by the provider. 
      10. Classification: Classify the credential based on its specific coverage or purpose. 
      11. Amount: Provide the total coverage amount if . 
      12. Status: Enter the current state of the credential. 
      13. Insurance Company / Underwriter: Include the name of the company providing the documentation. 
      14. Agency: Enter the agency or broker managing the policy, license, bond, or certificate. 
      15. Agency Contact: Specify the primary contact information for the agency. 
      16. State / Province of Issuer: Include the geographic location where the credential was issued. 
      17. Tags: Assign any predefined keywords or labels to the policy.
        1. By using Tags in ConstructionOnline, you can easily sort and track information within the system. 
    2. Attachments: Upload any files and/or photos pertinent to the credential
    3. Notes: Add any relevant notes, including optional Time Stamps
    4. Reminder Recipients: Set up Reminders for the credential
      1. Internal Recipients: Company Users in your ConstructionOnline account.
        1. For all 
        2. For the specific one being created 
      2. External Recipients: Any Contacts within your ConstructionOnline account. 
        1. For the specific one being created 

          Note: You can modify the Email Templates and Automated Reminders configured within your Permit Settings by clicking the blue "your reminder settings" text. 
  5. Click the blue "Create" button to add the new insurance policy, license, bond, or certificate. 

ADDITIONAL INFORMATION 

  • Subscription Level: ConstructionOnline's OnGuard™ Insurance Tracking feature offers different levels of coverage based on the subscription tier:
    • Team subscriptions include tracking for insurance policies.
    • Business and Enterprise subscriptions include tracking for insurance policies, licenses, bonds, and certificates.  
    • For all other ConstructionOnline plans, the full Insurance Tracking feature (including policies, licenses, bonds, and certificates) is available as a Per-Company Add-On.
  • Permissions: Admin Users and Company Users with "Can Create, Edit, & Delete" permissions for Certificate Tracking can add new Insurance & Certificates. 
    • Company Users with their permissions set to "Can View" can see all credentials, regardless of whether they are set to "Active" or "Inactive." 
  • CO™ Mobile App: Currently, the OnGuard Insurance Tracking feature is exclusively available through browser access to ConstructionOnline. 

HAVE MORE QUESTIONS? 

  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.