Setting up your Assured account

Getting your business up and running in Assured Certificates is efficient with the right plan and can be broken down into four phases. Account sign up, adding your projects and insureds, setting up your insurance requirements and requesting certificates from your insureds. We’ll walk you through the best practices through each phase and ensure you’re effectively managing certificates in Assured.

Signing up your business

Before getting started in Assured Certificates, you’ll first need to sign up your account in order to move through the rest of the phases of your account setup.

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Creating projects

Now that you’ve established your business’s insurance requirements, you’re ready to begin adding additional projects. You can set specific insurance requirements for each project in order to get an accurate assessment of all your insureds working on that project in the compliance summary.

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Adding your insureds

With all your current projects in Assured, now it’s time to begin adding any insureds your business is currently working with. Adding your insureds into Assured Certificates will ensure you are aware of any missing insurance information or expiring certificates, so you can take action before exposing your business to any unnecessary insurance claims.

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Requesting insurance certificates from your insureds

Requesting insurance certificates from your insureds can be a time consuming process. Initially, we recommend identifying which insureds you currently don’t have an insurance certificate for.

Beginning the requesting process well in advance of the insureds’ beginning work gives them enough time to make any changes to their insurance they may need in order to comply with your contracts and also gives you time to follow up with an unresponsive or under-insured business.

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Uploading your insureds’ certificates

Uploading any existing insurance certificates for your current insured is important in order to understand your current compliance status across all your projects. Once you have uploaded any existing insurance certificates into Assured, you will quickly be able to identify and focus on problematic issues and identify any insureds who are out of compliance.

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Uploading additional documents from your insureds

Assured Certificates can also be a central hub for all of your insureds’ documents. In addition to certificates, you have the ability to upload contracts, W-9’s, policies and other documents that to provide context to your working relationship with an insured.

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Setting up your business's insurance requirements

After setting up your account, it’s important to set your business's insurance requirements. This will ensure all your projects have the proper requirements in place to provide you with an accurate compliance summary for each of your projects and insureds.

Whenever you start a new project, you will have the ability to define your business’s insurance requirements for this project. In order to save you time, you can select from our pre-configured basic (expiration only), standard and strict requirements depending on your business’s risk tolerance and type of work. You also have the ability to configure custom insurance requirements to meet your specific needs.

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