Use the actual document request
A platform or hiring client may ask for specific insurance information. Share the written request with your insurance agent so they can review what is needed. Do not assume a document accepted by one client will satisfy another.
CMS supports the administrative work
Within an agreed scope, CMS can help organize insurance documents, upload them to the appropriate account and flag missing information. CMS does not issue insurance, advise on coverage suitability or alter certificates.
Your agent handles the coverage questions
Questions about policy limits, endorsements, exclusions and changes belong with your licensed agent or insurer. A platform upload does not replace that professional review.
Maintain a current source of truth
Identify who in your company receives updated insurance documents and who approves their use. Provide replacement documents when policies change and review the platform’s outstanding requests.
General administrative information only. This guide does not replace professional advice or the current requirements of your platform or hiring client.
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