How do I add my Insurance details and upload the Certificate of Insurance (COI)?

To update your profile with Insurance details, follow these steps:

  1. Log in to your Field Engineer mobile application, and click on your profile image in the top-right corner.
  2. Select the Settings tab.
  3. Choose Payment.
  4. Select Insurance and Supporting Documentation.
  5. Select the second option that says ‘Select Use your own insurance. (If this option is selected and insurance records are not current, the portal will automatically charge 1.5% of the total amount of the work order to add your Insurance.)’
  6. Click Add Insurance
  7. Enter all the details asked, such as: Insurance company, policy number, Insurance start and expiry date, Insurance limit amount. And select ‘Upload General Liability Insurance Document’ to upload your COI.
  8. Select the two checkboxes to replicate your General Liability information to Automobile and/or Workers section. Then click ‘Add’.

NOTE: The Insurance Document must be below 5MB.

NOTE: The document can be uploaded in all the usual formats, for example: Pdf, png, jpg, jpeg, csv, text, doc, xls, etc.

To learn more watch the How to Add Insurance In Your Profile video https://www.youtube.com/watch?v=Tu-zRLirjcE

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