What the email is
The email is sent on behalf of the company you work with, signed with their name. It asks for one of these:- A renewal: a policy on the certificate they hold is about to expire, or has expired.
- A correction: the certificate they hold does not meet the insurance requirements in your agreement with them. The email lists what needs to change.
- Documents: something on the certificate cannot be confirmed from the certificate alone, usually an endorsement such as additional insured. The email names the endorsement form to send.
- A certificate: they do not have one on file for you.
You do not need an account
There is nothing to sign up for, no password and no login. You can reply to the email with the PDF attached, or use the link in it.How to send the certificate
1
Get the document from your agent
Ask your insurance agent for a current certificate, or the endorsement form the email names. Forwarding them the email works: it is written so they can act on it.
2
Open the link in the email
It opens a page headed “Send the certificate of insurance for” your company, showing who is asking and until when the link works.
3
Choose the file and send it
Choose Choose the certificate (PDF, PNG or JPEG), pick the file, and choose Send certificate. One file at a time, up to 10 MB. If general liability and workers’ compensation are separate documents, send one, then choose Send another certificate.
What happens next
- The page confirms the file was received, and you get a receipt by email: “Received: your certificate for” the company that asked.
- Reminders pause while someone at that company reads the certificate and checks it against their requirements.
- If anything is missing, they will contact you. If the certificate meets their requirements after a renewal, you may get an email saying it is on file and nothing else is needed.