We are excited to announce that we are once again providing you with a Certificate of Insurance (COI) review period prior to this year's annual workers' compensation renewal. This critical review period is essential to verify the accuracy of your certificates and remove unnecessary documents from your account before they are automatically renewed.
During the review period, you can review, edit, and remove any certificates that are no longer relevant to your operations. By taking advantage of this period, you can ensure that your active certificates have the most accurate information before they are auto renewed in May.
The certificate review period starts on March 1 and ends on March 21, 2025. To make the most of this timeframe, please follow these steps:
· Review certificates: Log in to ADP® and use single sign-on to access the Marsh COI Portal. From there, review all existing certificates associated with your account.
· For your convenience, you can also download the list to Excel.
· Any changes that need to be made should be done directly within the Marsh COI Portal.
· Edit certificates: Before the renewal process begins, it is crucial for you to update any necessary information on your certificates. This step will help avoid potential inaccuracies before new certificates are automatically generated in May.
· Within the Marsh COI Portal, you can easily edit certificates by selecting the edit option (pencil icon) next to the certificate and entering your changes.
· You have the flexibility to update the certificate holder and/or project details for your renewal, including the Certificate Holder Name, c/o, ATTN, Address, Project Id, and Project Details.
· Remember to click "Save Changes" once you have made the necessary edits.
· Not renew certificates: If you have already completed specific projects and no longer need the corresponding certificates, you should take this opportunity to remove them. Removing unnecessary certificates will help keep your account organized and facilitate quick and easy access to necessary documentation.
· Certificates with the Renew Indicator selected will be renewed. If a certificate is not needed for renewal, unselect the checkbox in the Renew column.
Renewal documents will be available to download in early May within the Marsh COI Portal. You may download individual or multiple certificates and choose to have them emailed or physically mailed from the Document History option on the Portal. Any new certificates requested after the review period will be renewed for the next policy year.
By carefully reviewing, editing, and removing certificates as necessary, you can streamline your account and have the most up-to-date information for the upcoming renewal.
Stay tuned for more information in next month's edition.