Why am I being asked to submit insurance documents?
Your client has reached out to you in order to better understand their legal risks and liabilities in dealing with all of their vendors, suppliers, subcontractors, or third-parties. As part of that process, they're requesting proof of insurance from you that indicates you have sufficient coverage for the particular needs of your business relationship.
Providing these documents to your client helps strengthen your partnership by giving confidence to your client that there will be no issues that arise from any errors, accidents, or unforeseen issues as part of doing business with you.
Who is my client?
Your client, sometimes known as a relying party, is the company who is requesting insurance verification from you. The name and contact information for your client can be found in your submission email as well as at the top-right corner of our member submission workflow.
Why is Evident asking me for these documents instead of my client?
Evident is the leading insurance verification service and a trusted partner for your client. We've teamed up with them to collect, extract, and evaluate your insurance documents against your client's requirements using our state-of-the-art insurance verification software.
Our software saves your client valuable time and effort in the collection and review of these documents and vastly improves the accuracy and efficiency of their risk management processes.
How do I know what I'm supposed to provide my client?
Many clients include a link in their emails to a sample COI or their insurance requirements. This information provides you with guidance on what's required to be compliant with your relying party's needs. Look for a link in your email that says "insurance requirements."
Be sure to thoroughly review your clients's requirements before you submit your insurance documents so that you're not missing any key pieces of information. Pay special attention to any particular wording you need to include in your documents, such as additional insureds or certificate holders.
Make certain the files you upload include both the evidence of your insurance policies (such as a certificate of insurance document) as well as any endorsements, exclusions, or other supporting documentation. You should always submit the complete set of documents at the same time to ensure you meet your clients's requirements (for example, don't submit a policy endorsement without the insurance policy itself or vice versa).
Who is the certificate holder and what is their name and address?
To find the certificate holder for your client, look for a link in your email that says "insurance requirements." This link will typically contain a sample COI or specific insurance requirements that should include the name and address for your certificate holder. If you're still not sure, reach out to your client using the contact information in your email or ask your producer, agent, or insurance broker for guidance.
Where can I find my submission link?
Look for the most recent email that you've received from your client asking for insurance documents. Depending on what you're being asked to provide, you'll want to look for a button in the email that's labeled "Upload Certificate(s) of Insurance". This will take you directly to our submission workflow.
I have some of what I need to give my client. Can I submit those documents now and the other documents later?
It's important that you submit all of the required insurance documents at the same time. Don't complete the process if you're still waiting for a particular document or policy from your insurance company, broker, or agent (such as changes to your policy or a renewal).
Our system currently doesn't allow for partial submissions, so sending along only part of what your client needs will result in you not meeting their requirements and having to try again.
What kinds of files or documents does Evident accept?
We can accept files with the following formats: BMP, GIF, JPEG, JPG, PNG, and PDF. Make sure any scanned documents are clear and legible. Documents that are blurry, blotchy, or have a lot of "noise" can make it more difficult for our automated systems to accurately extract the data from your files. Documents can not exceed 60 MB in file size.
I completed my submission but I need to upload more documents. What can I do?
It's important that you collect and submit all of your documents at the same time to ensure a complete submission. If you've uploaded some of your documents but realized you forgot something, use our customer support form, located at https://www.evidentid.com/support/, for assistance.
I uploaded the wrong document. What can I do?
If you've uploaded the wrong document (such as a policy, endorsement, or other item), use our customer support form, located at https://www.evidentid.com/support/, for assistance.
I have an update for a document I recently submitted. What can I do?
If you've have an updated document for a policy you recently submitted to your client, use our customer support form, located at https://www.evidentid.com/support/, for assistance. Do not forward or email your updated documents to your client. This does not guarantee your that your update will make it into our system.
I encountered an error or problem during my submission. What can I do?
You can contact us directly for technical assistance by using our customer support form, located at https://www.evidentid.com/support/. Be sure to include the name of your client as well as the specific issue you've run across. Our support staff will work to get you unstuck and back to business as soon as possible.
When I click on the submission link, the page tells me that the link has expired or is no longer available. What can I do?
If you receive a message that your link is expired, broken, or no longer available, first check to make sure whether you have a more recent email notification in your inbox. It's possible that your requirements have been updated, or, perhaps one of your policies is approaching its expiration date and you haven't yet responded to an earlier email. In this case, be sure to go to the most recent email so you can upload your documents to the latest submission link.
If you receive a message that your link is expired, broken, or no longer available, and you don't have a more recent email notification in your inbox, go to our customer support form, located at https://www.evidentid.com/support/, and choose the option "My link has expired" from the dropdown menu. Be sure to include the name of your client.