Insurance and compliance documents

Insurance certificates

Each certificate on file for the company, with its coverage, insurer and the date it is valid to, marked Current or Expired.

Prequalification

Your company's prequalification with organizations, with its scope, the date it is valid to and the decision.

Organizations request certificates during onboarding, and you upload them there. Choose See engagements to find the engagement asking for one. Each engagement's Compliance tab shows the additional insureds a certificate names.