Your certificate of insurance — the ACORD form your insurance agent gives you. Here's how to send it.
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Open the link
Tap the link in the email. The page opens in your browser; there's nothing to install.
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Find the certificate box
If the certificate is listed under What's needed at the top, its upload box is right there in that card. Otherwise it's under Insurance further down — open if nothing current is on file, or behind + Update / replace insurance certificate if one is.
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Attach the certificate
Attach the file. On a phone you can photograph the certificate directly; if you have the PDF from your agent, send that instead — it's clearer and gets read more accurately.
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Submit
Tap Submit Uploaded Documents. You'll see a confirmation. Nothing else is needed from you.
What files work
PDFs and photos both. A PDF from your insurance agent is best — it's what they email you when a policy renews.
If you're photographing it
- Flat on a table, not held up.
- Whole page in frame, including the dates.
- Good light, no shadow across the page.
- Straight on, not at an angle.
The dates and coverage amounts are read off the image automatically. A crooked photo in poor light gets read badly, and someone ends up ringing you about it — which is more work for both of you than taking the photo again.
Tip
Don't have a current one?
Ask your insurance agent for a certificate of insurance. It's free, it's routine, and they'll usually turn it round the same day. If you need to name the company as a certificate holder or additional insured, tell your agent that when you ask — it's a different request.