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Replace Conditional Fields to the Certificate Of Insurance Request

Replace Conditional Fields to the Certificate Of Insurance Request and eSign it in minutes

Aug 6th, 2022

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How to Replace Conditional Fields to the Certificate Of Insurance Request

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do you want to learn how to use conditional logic in just stay tuned [Music] hey there welcome back to the channel its sofian here im a digital signature and workflow automation consultant and today im about to show you how you can either display or hide fields to your recipients based on the situation or their selection so lets just get right into it so lets just take an example and pretend that we are sending a form to our customers so they can let us know whether they want to pick up or a delivery option im not going to go through how to build the template from scratch so if youre not sure how i got there so far please watch the video thats popping up just right here and ill walk you through how to set up the templates here weve got a single answer question so im just going to add a radio button im going to place a button on each of the options and now the first thing you want to do is give a label to each of the options so im gonna go on the right hand side where it

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What is an insurance certificate request?

A certificate of insurance (COI) is a document from an insurer to show you have business insurance. Theyre also known as certificates of liability insurance or proof of insurance. With a COI, your clients can make sure you have the right insurance before they start working with you.

What does conditional mean in insurance?

An insurance contract in which the insurers promise is conditioned upon (dependent upon) certain things occurring or being done.

Can a COI change the terms of an existing policy?

COIs, however, dont alter the insurance policy in any way nor does it permit the certificate holder to make a claim on the policy; it only provides proof of insurance.

Can you alter a certificate of insurance?

Certificates of insurance are not the same as an insurance policy. They are issued for information only; they do not amend, extend, or change coverage.

Are certificates of insurance binding?

Courts have generally held that certificates of insurance are not contracts and, therefore, not enforceable.

Can I edit a COI?

If you previously reported an interest as part of your COI report and changes are needed, you can simply edit the details.

Can you add additional insured to COI?

If you want to be added as an additional insured, you need to request that the vendor adds additional insured coverage to the policy by adding an endorsement form. Adding an additional insured to a policy does not have to be complicated, but you do have to request this in an agreement or contract.

Why is my client asking to be added to my certificate of insurance?

They want to do business with you. The request for a COI is not unusual and means the customer is interested in your business and wants to verify your credentials. Your ability to provide them with proof of insurance will give both of you peace of mind before working together.

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