Navigating your dashboard

Once your business’s account is set up, your dashboard will provide you with the information that helps you effectively manage and execute your insurance strategy. At a glance, you’ll be able view all your projects to identify any problematic issues and your insureds and their compliance summaries within each project to ensure your business and your ongoing projects are protected from unwanted claims.

Components of your Dashboard

In your dashboard, you will find filtering options, account actions and your insured list to help you understand your current compliance status for all your projects and insureds.


The filter section allows you to quickly find a project or insured in order to understand your project's current compliance status and help you take action where it’s needed. If you have existing projects, clicking in the Projects field will drop down all your current projects. If you wish to search for a specific insured, you can enter their business name or vendor number. By default the Only Active checkbox is checked which will only display active projects and insureds, but can be checked off if you wish to see past inactive projects or insureds. Finally, you can click the Filter button to filter based on any information you have entered.

Account Actions

Account actions allow you to add new projects or insureds to your account. To understand how to create a new project, see Creating Projects in our knowledge base. When adding a new insured, you’ll be able to simultaneously add them to any existing projects you’ve already added into your account.

Insured List

By default, when you visit your dashboard, you will be presented with all your insureds in your account. In the first column of each insured row will display the insured's business name, address and phone number. Next, you will see what projects they currently are a part of and you will also have the ability to add them to any existing projects. Under compliance status, you can see the default compliance status for each project set by the system or what status it’s been overridden to by a user. To learn more about compliance statuses, see Understanding Your Insured’s Compliance Status in our knowledge base. You can also take specific actions for an insured within a project by clicking on the Actions button to upload and request certificates or mark them as inactive. Finally, you can click on the Details button to get a detailed view and breakdown on how your insured's compliance status is being compiled.

Insured Details View

When you click on the Details button to the right of any insured, you will be able to gain a clearer understanding on how their compliance status has been compiled and what specific certificates in the system currently need your attention. In the details view, you will be able to view the full details of this specific insured or be able to edit their information. You also will see the compliance status which you can manually override and have the ability to click on the Actions button to upload and request certificates or mark this insured as inactive for this project.

In this details view there are three very important components to understand. First is the project requirements that is selected. These requirements are what the system takes into consideration when compiling an insured's compliance status and how each active certificate of insurance is measured to give your compliance summary for this insured. The second is the certificates that are being used to generate this insured’s compliance summary. Any active certificates will be displayed in a list and you can quickly replace, archive or view the certificate. The third section is your compliance summary. This displays the individual fields in your certificates and displays expirations dates to help you ensure everything is up to date.