How to record a customer insurance certificate (COI)
How to record a customer insurance certificate (COI). A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Insurance certificates (or the customer's Insurance (COI) tab) and press the new-certificate button.
- Choose the Customer, the Direction (Received from customer or Issued to customer) and the Coverage type (General Liability, Workers' Comp, Auto or Umbrella).
- Enter Insurer, Policy # (optional), limits, Effective date and Expiry date (required). Tick Additional insured if applicable and attach the PDF in Certificate file (PDF).
- Press Save.
Tip
Owner / Administrator, Office Manager, Sales & Estimating and Accounts & Billing can edit certificates.