The Supplier is responsible for making sure their agency meets the insurance requirements that are stated in their contract.
Supplier Relationship Management ➔
- If you are an MSP user, you will first need to search for the supplier organization using the search Supplier Lookup feature. Supplier users will skip the next two steps.
- Click the Search button.
- Locate the Supplier you wish to edit information for and click their Company Name.
from the Action List.
- Select Insurance Type from the drop-down list.
- Indicated Insurance Amount .
- Select the Expiry Date of the insurance by clicking on the calendar icon and selecting the correct date.
- Upload Insurance Certificate by clicking on blue folder icon and navigating to saved file.
- Click Submit .