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.