Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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        • COI (Certificate of Insurance)
          • Tenant COI
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          • Setting Up COI Management
          • Using COI Management
            • Adding a COI
            • COI Details
            • Policies and Compliance Tab
            • Messages Tab
              • COI Expiry Notification
                • Edit COI Expiry Notifications
              • Messages
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          Help Section          

COI Expiry Notification
 

About COI Expiry Notification:

 

The COI Expiry Notification is an email that is automatically sent to a vendor when their COI is about to expire. The COI Expiry Notification includes the Additional Insured that are to be included on the COI as well as the policy requirements.

 

Tenant Contacts can be selected to receive COI notifications. For that setup please contact your Axis Portal Support team.

 

The following details are displayed in this section:

 

         Employee Notification times

         Vendor/Tenant Notification times

         Custom Signature

         Include Requirements option

 

 

 

Last Updated: April 22, 2011