OCR will compare the submitted certificate of insurance against the company's assigned requirements. OCR can process the limits, policy details, and expiration dates, while the description of operations and any endorsements or exclusions are left for the Staff User to review.
Note: The email request schedule is paused after OCR processes a certificate until a Staff User can verify and approve the information.
For emails to resume, a Staff User must edit the compliance page and add effective/expiration dates to the uploaded documents.
Once a company uploads their insurance documents, the assigned account associate receives a submission email. This is your cue to double check OCR's work if applicable and review the description of operations, along with the endorsements, exclusions, and any other documents the company submitted.
Please see the Running Compliance article for in-depth instruction on running compliance.
The uploaded documents appear at the bottom of the compliance tab for easy reference. Clicking "Review" and adding effective and expiration dates removes the document link from the bottom of the compliance tab.
If the contract is fully compliant after the staff review, the Staff User can choose to send an Insurance Documents Complete Email. The Deficiency Notices will not send until one of the company's policies expires, or a Staff User changes the requirements.
If the contract is still deficient after staff review, the Insurance Deficiency Notice emails will resume sending until compliance is achieved.