Steps to Verify/Invalidate a COI After OCR Scan

Example of where to locate requirements the OCR bot is looking for

• To check that the effective and expiration dates are correctly populated by OCR, ensure that the value in “effective date” box matches value shown in “POLICY EFF (MM/DD/YYYY)” section of Commercial General Liability line item section.  

  • If effective/expiration date values are not correctly populated, please update to the correct values as shown on COI.

  • Note that in some instances, the effective and expiration dates may be listed in the Description of Operations (DoO).

• Leave boxes checked/check boxes if a match is not found. A checked box indicates that the requirement is missing from the COI.

• Additional Insured Endorsement requirements vary by district. Follow OCR bot requirements, and review  District insurance requirements for any insurance exceptions. Possible Additional Insured requirements may include;

  • A “Y” or “X” marked in the “ADDL INS” column

  • A statement in the DoO

  • A separate page WITHOUT the district name & address

  • A separate page WITH the district name & address

• Waiver of Subrogation may be required in some districts, and may be included by a “Y” or “X’ in the “SUBR WVD” column, or by a separate page. Follow OCR bot requirements to determine which may be needed.

• “Other (comments to renter)” may be selected and you may manually enter a comment to the renter to help them better understand the requirements still missing on their certificate of insurance.