Supplier Insurance
The Supplier is responsible for making sure their agency meets the insurance requirements that are stated in their contract.
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Navigate to
Menu ➔
Supplier Relationship Management ➔
Supplier Lookup
- 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.
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Click on
Add Insurance
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 .