(Standard) SERVPRO Franchisee Insurance Center · Welcome to the SERVPRO® Franchisee Insurance Center’s user guide for issuing a “standard” Certificate of Insurance (COI) online

SERVPRO® Franchisee Insurance Center

Online Certificates of Insurance User Guide

(Standard)

IntroductionWelcome to the SERVPRO® Franchisee Insurance Center’s user guide for issuing a “standard” Certificate of Insurance (COI) online using our self-service website. This manual provides step-by-step instructions on how to manage your COIs online 24/7.

Why issue my own COIs online?To save time and distribute important COIs quickly. For example, if you need a COI during the weekend when an Aon Affinity representative is unavailable, you can issue the COI yourself.

What constitutes a “standard” COI?The majority of COIs that a Franchisee will issue are to show proof of insurance to a client or vendor. On occasion, a contract may require you to add an Additional Insured endorsement to your General Liability. These are considered “standard” COIs. After you are familiar with the online process, you will be able to issue standard COIs in a matter of minutes.

How do I handle non-standard COIs?The self-service website allows you to request COIs that include special wording and endorsements that require underwriting approval. These are considered “approval required” COIs. Examples include:

• Pollution Liability Additional Insured• Completed Operations Additional Insured• Crawford Contractor Connection• Alacrity Services• Waiver of Subrogation• Notice of Cancellation• Per Project Endorsement

For assistance requesting these types of COIs, please refer to the Online Certificates of Insurance User Guide (Approval Required).

What insurance products can I include on my COI?

Online COIs are available for any of the commercial insurance products you have purchased through the SERVPRO® Franchisee Insurance Program. This includes the Restoration Risk Retention Group (RRRG) policies and insurance products brokered through Aon Affinity.

Can I use this service to re-issue previous RRRG COIs?

Yes. The COIs you have requested in the past for your RRRG policies have been loaded into the system. You may re-issue them as needed.

Need assistance? Email [email protected] or call 1-866-231-2006. 2

http://aon.servpronet.com/Documents/SERVPRO%20Online%20COI%20User%20Guide%20Layout%20-%20Approval%20Required.pdf

Table of Contents Page

How to Login 3

How to Change Your Password 4

Your Home Page 5

How to Add a New Certificate of Insurance 6

How to Edit, View or Re-Issue an Existing Certificate of Insurance 11

Read through this guide before attempting to issue your first COI. The assistance provided in this manual will save you time and frustration.

HELPFUL HINT:

Need assistance? Email [email protected] or call 1-866-231-2006.

To access the SERVPRO® Franchisee Insurance Center, log into rrrg.servpronet.com and click on our banner ad on the homepage. On the Franchisee Insurance Center homepage, click on the “Receive Certificates of Insurance” link. For further details, see the section in this guide on “How to Login.”

HELPFUL HINT:

HELPFUL HINT:

How to Log In

1. From the SERVPRO® Franchisee Insurance Center home page, click on “Receive Certificates of Insurance.”

2. To log in, you will need your Entity Franchise email address. Your temporary password is your Entity Franchise number. (If you have trouble locating this information, for assistance, please call 1-866-231-2006, Monday through Friday between 8:00 a.m. and 5:00 p.m. ET.)

3. Enter your email address and password and click “Log In.”

Bookmark this page to return to the COI login screen quickly in the future.

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Enter Entity Franchise numberEnter Entity Franchise email address

HELPFUL HINT:

Write down your login details and store them in a safe place.

3Need assistance? Email [email protected] or call 1-866-231-2006.

How to Change Your Password

1. Once you have logged in, click on your name in the blue bar in the upper right corner of the screen.

HELPFUL HINT:

Please do not use this page to change your user ID (email address). If you need to change or add an email address, please call 1-866-231-2006.

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Enter new passwordSave button

HELPFUL HINT:

We recommend changing your password the first time you enter the site. Write down your new password and store it with your login email address.

2. Enter a new password.3. Click “Save.”

Your Name

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4. Over time, you may accumulate a number of COIs. Use the Search function on the Home page to find previously issued COIs quickly and easily.

• From the drop down menu, select “Interest Holder.” • In the search field, type in the name of the person or company receiving the COI. • Click the “Search” button.

HELPFUL HINT:

In the Policy Forms section, you will see abbreviations such as GL (general liability) and POLL (pollution liability). Although you may not see all of your policy forms listed, they will all appear on your COI.

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Your Home PageAfter login, the initial screen is your Home page.

1. On the Home page, you will find a listing of your policy forms.. 2. To return to your Home page, use the link in the upper left of the screen. 3. The Help section offers step-by-step instructions, video tutorials and in-depth site information

not contained in this User Guide.

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Your Policy Forms

Link to Home page HelpYour Name


HELPFUL HINT:

While on the COI site, if the “Home” link does not appear on the screen, look for a “Return” link to go back to a previous page.

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Search Field

Search ButtonSearch Drop Down Menu

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How to Add a New Certificate of Insurance

1. On your Home page, use the “standard” template when issuing a COI to show proof of insurance or to add a General Liability Additional Insured endorsement. (“Approval required” COIs are discussed in a separate guide.)

General Liability Additional Insured Box

2. Clicking “Add” will take you to the COI Certificate Holder Interest page shown below.3 Enter the interest holder name and address and then complete the delivery method.4. If the contract requires Additional Insured status on your General Liability, check the box.5. When finished, click “Save” to continue or “Cancel” to go back.

Add New COI

Standard Template

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COI Interest Holder Name/Address

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Save Button COI Delivery Method


HELPFUL HINT:

HELPFUL HINT:

If the certificate holder is requiring Additional Insured status, it must be by written contract.

Please make sure that the information you have entered is correct. The Franchisee is solely responsible for the accuracy of the certificate holder’s information.

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Preview/Issue New COI Click if COI is Non-Renewable

6. After clicking “Save,” you will be taken to the COI Preview/Issue page seen below.7. All COIs are automatically renewable unless you select “Mark as Non-Renewable.”


8. On the COI Preview/Issue page, select “Preview/Issue” to go to the COI Confirmation page shown below.

9. Click “Preview” to review the COI for accuracy.

Preview New COI

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11. Selecting the PDF icon will open a new window displaying a preview of your new COI.


10. On the Preview COI Copy page shown below, click on the “Preview Copy” PDF icon.

PDF Icon to Review COIPr

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Return to COI Confirmation page

Certificate HolderName/Address

Your Name/Address

Coverage Section

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12. If the information on the COI is correct, clicking on “Return” will take you back to the COI Confirmation page. To issue the COI, click “Issue.”

13. If the information on the COI is incorrect, return to the COI Certificate Holder Interest page to make changes.

Issue COI

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14. If you selected email or fax as your delivery method, your COI will be sent automatically.15. If you selected print as your delivery method, on the COI Issue page click on the PDF icon to view

the COI without the preview watermark.16. Print or save your COI PDF.17. When you are done, click “Return.”

Print/Save COI PDF

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19. If you are finished, you log out in the upper right hand corner of your Home page.

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18. On your Home page, you can now see your new COI listed.

New COI on Home Page

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Logout

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How to Edit, View or Re-Issue an Existing Certificate of Insurance

To Edit an Existing COI

1. Click on “List” in the standard policy forms section of your Home page. 2. On the COI List page shown below check the box of the COI you wish to edit. 3. Select “Edit.”

Check Box

4. Selecting “Edit” takes you to the Edit Screen shown below where you can change the name/address of the COI interest holder and the COI delivery method.

5. Make any necessary changes and click “Save.”

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Edit


Change COI Delivery Method

Change Interest Holder Name/Address

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Save Button

HELPFUL HINT:

If you select print or fax as the delivery method, select email as your second delivery option and insert your email address into the Email 1 field. A copy of the COI will be automatically emailed to you.

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View COI

2. On the COI List page shown below, check the box of the COI you wish to view.3. Click on the “Preview/Issue” button.

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To View an Existing COI

1. Click on “List” in the standard policy forms section of your Home page.

View Previously Issued COIsStandard Template

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Check Box

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Select Preview/Issue

4. Selecting the “Preview/Issue” button brings you to the COI Confirmation page shown below.

5. Selecting “Preview” will allow will take you to the COI Preview page where you can view a PDF of your COI.

3. If you selected fax or email as the delivery method, the COI will automatically be sent.4. If you selected print as your delivery method, on the Issue COI page you can print a copy for

your client and your records.

View PDF of COI

Print PDF of COI

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13Need assistance? Email [email protected] or call 1-866-231-2006.

Re-Issue COI

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To Re-Issue an Existing COI

1. Follow steps 1-3 above to select the existing COI you wish to re-issue. 2. On the COI Confirmation page, select “Issue.”


For information about the Restoration Risk Retention Group (RRRG) and insurance brokerage services available through Aon Affinity, please visit:

Thank you for visiting the SERVPRO® Franchisee Insurance Center

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rrrg.servpronet.com

The SERVPRO® Franchisee Insurance Program is administered by Aon Affinity, the preferred provider of insurance services to the SERVPRO® Franchise System.

Aon Affinity is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc.; (TX13695); (AR 244489); in CA & MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc., (0G94493), Aon Direct Insurance Administrators and Berkely Insurance Agency and in NY, AIS Affinity Insurance Agency.

© 2014 Affinity Insurance Services, Inc. X-10846-1014 S