The Evident Network submission workflow simplifies verification with an intuitive interface. It clearly outlines client requirements and helps you decide what to submit.
This step-by-step document will show you how to:
- Accept Evident's terms and conditions on your first visit
- Prepare your submission by choosing the requirements you're fulfilling
- Upload the documents that show evidence you're meeting your client's requirements
This guide will also explain how to:
- Understand which items are required by your client and which are optional
- How to decline any requirements you can't or won't include in your submission
Accepting terms and conditions
When you first visit our submission workflow, you'll need to read and accept our terms and conditions (https://www.evidentid.com/terms-of-use/). You won't see this notice again for subsequent visits to the workflow from the same computer or mobile device.
You can always review these terms (as well as our privacy policy) at any time by clicking on the links at the bottom left of the submission page.
Selecting your requirements
Once you've accepted the terms and conditions, if your required to supply evidence of your insurance coverage, you'll be presented with the requirements you are being asked for.
The list of requirements are marked required, option or grouped together when only one requirement is needed. In order to submit your documents, you'll need to add the required policies by clicking the plus button or selecting a reason why you are not supplying the requirement in your submission.
Required, optional, and "one of" requirements
You'll notice that each requirement has a subheading. These subheadings show a status based on what your client has requested from you.
- The "required" subheading means this requirement is mandatory. If you don't provide evidence of this requirement in your submission, you'll be asked to specify a reason why you're not including that requirement.
- The "optional" subheading means that you can choose to include this requirement if you have evidence of it in your documents, but it's not required by your client.
- If you have requirements listed under the "one of the following is required" heading, you need to show evidence of at least one of these requirements. It doesn't matter which requirement you choose, so long as the one(s) you select are evidenced in your documents. You can add one or more of these requirements to your submission.
- The "non-compliant" subheading means your previous submission did not meet your client's needs. You're required to resubmit any requirement that's shown as non-compliant.
- The "expiring soon" subheading appears on any requirements you've previously submitted that are nearing their expiration dates. It's important to resubmit updated documents for these requirements to remain compliant with your client's needs.
Finalizing your requirements
When you've selected all of your requirements, you'll click "next" in the bottom righthand screen.
If you missed a mandated requirement, you'll see the missing requirement highlighted in orange.
To finalize your submission, you'll need to either add the missing requirement or provide a reason why you're declining this requirement in your submission.
Declining coverage
Our submission workflow gives you the ability to tell your client why you're choosing to decline a particular requirement in your submission.
You can choose from one of the following options for each requirement that you're declining:
- I’m declining coverage
- I’d like to request an exception/waiver
- I’m not renewing my policy
- I don’t have this coverage
Your client will be notified about the reason you chose when declining a requirement. Be aware that selecting one of these reasons doesn't guarantee you'll be compliant, so be sure to reach out to your client for more details.
Note: We recommend that you check with your client before choosing to request an exception or waiver. If your client has a formal process for requesting an exception or waiver, be sure to follow their instructions to ensure your request is approved.
Uploading documents
Now that you've finalized your requirements, it's time to upload the documents showing evidence of your requirements.
Click on the green "Browse" button to add files from your computer or mobile device. You can also drag and drop your files into the upload box. As you add files, you'll see them appear below the upload box. You can remove any unwanted or unneeded files by clicking the trash can icon.
We can accept files with the following formats: BMP, GIF, JPEG, JPG, PNG, and PDF. Each file must also not be larger than 60 MB in size. 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.
When you've added all of of the files and documents you need to show evidence of your requirements, you can click the green "Submit" button to complete your submission.
And that's it! If there are any gaps in the requirements you provided in your submission, you'll receive an email notification from them with details on what to do next. You'll also receive email notifications when your requirements near their expiration date.