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Vendor and Tenant Certificate of Insurance

Posted: October 12th, 2016 Posted In: Tips & Tricks

The Certificate of Insurance (COI) module provides an intuitive interface for managing Vendor and Tenant Certificates of Insurance with policy, expiry and compliance information at your fingertips.

Here are a few tips to help you effectively manage your COIs.

Easily Manage Expired COIs

The Certificate of Insurance module provides users with a filter option that allows you to quickly identify tenants and vendors who don’t have a valid COI. Additionally, Certificates of Insurance can be sorted by expiration status, and automated e-mails can be sent to tenants and vendors when their COI is nearing the expiration date. COI expiry notifications can be sent to the Tenants or Vendors up to two times prior to expiry. Learn more about setting up automated notifications, or follow the guide below.

Step 1 – Click on the vendor name you wish to select

coi-2

Step 2 – Select the Messages tab

Step 3 – Select edit to set automatic notification dates

Step 4 – Set parameters in the fields shown below and select save when done


When a certificate of insurance is reaching its expiry date there are one of two options: The COI can simply be deactivated, this will remove the COI from the list and archive it in the history section if it needs to be referenced at a later date. Removing the COI will ensure only valid COIs are displayed. Or, you can renew the COI; clicking renew in the top right hand corner of the screen, renews all current information for that COI.

Dashboards: Get Quick Insight into Your COIs

Dashboards provides a visual representation of information pertaining to key operational data. It is particularly useful for the Certificate of Insurance module for displaying a detailed breakdown of the various COI statuses: Compliant and Expired, Missing COI, Non-Compliant & Current and Non-Compliant & Expired. You can then use the interactive chart to quickly access information of specific interest. For a detailed guide on setting up Dashboards click here.

Displayed below is a sample of how Angus AnyWhere quickly displays information pertaining to COI status using Dashboards. Each element of visual representation is selectable and links to the full list of Vendors or Tenants in each case.


Thank you for taking the time to read this month’s Tip. If you have any questions about the COI module, please do not hesitate to contact us.

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