When insurance tracking is initiated for your project, you will receive an email requesting updated insurance documentation.
The email will include:
- Your company name
- The project your company is working on
- Sample insurance documents
- A secure upload link
The email might also include sample certificates, endorsements, or previously submitted marked up documents for refernce.
The upload link is a one-time link that expires after 7 days and is tied to a specific contract. It can be forwarded, but will expire once used. This prevents duplicate submissions and ensures efficient processing.
Step 1: Access the Upload Screen
Click the secure upload link provided in the email. You will be taken directly to the CR-Certify® upload screen, without needing to login.
Step 2: Review Outstanding Items
On the upload page, you will see a Deficient Items Checklist. This checklist identifies items that are currently missing or require revision. Use this list to confirm that your submission includes:
- Required coverage limits
- Correct project information
- All required endorsements and policy documents
Note: Checking off items does not automatically indicate compliance. The Deficient Items Checklist is for reference only.
Step 3: Upload Your Documents
Drag and drop your insurance documents, or click to upload using file explorer. You can also add a note if clarification is needed
When complete, select Submit.
Avoid submitting duplicate documents. Each submission enters a review queue. Duplicate uploads may extend processing time. If you've submitted documents through the upload screen, there's no need to manually email the review team.
On the upload page, you will see a section called Update Recipient List. Use this section to update current contact information, add people from your company to receive automated insurance request emails, and manage broker contacts.
Update Contact Information
To update an existing contact, click Update and edit any of the following:
- First and last name
- Email address
- Phone number
This will replace the original recipient, and the updated contact will begin receiving all automated communications from CR-Certify.
You can also customize which policies your broker covers by selecting from the Covered Policies list. For example, if your broker only provides Auto Liability, select only Auto Liability. Going forward, that broker will only be copied on related requests.
Add Contacts
To add a contact, click Add and enter the following:
- First and last name
- Email address
- Phone number (optional)
To add multiple contacts, click the green plus button on the left-hand side.
New recipients will receive automated communications alongside the original recipient.
After submission:
- You will receive a confirmation email
- The review team is notified that documents are ready for evaluation
- If revisions are required, the appropriate insurance contacts will receive a detailed follow up email outlining what must be corrected.
Please allow up to two business days for review unless otherwise communicated by your project partner.