Attorney Registration - Certificates Of Insurance Upload For Insurance .

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Uploading a Certificate of Insurance – Insurance AgentsTopic: The followingdocument demonstrateshow to utilize the newCertificate of Insurance(“COI”) upload feature forinsurance agents andinsurers.Summary: After selfregistering for a usernameand password, agents andinsurers will have accessto a portal for the uploadof Certificates ofInsurance.Table of ContentsSelf-Registration . 2Login. 5Adding the Tile . 6Upload Process . 8Confirmation of Upload . 12This Guide is for:Insurance agents andinsurers who areauthorized to uploadCertificates of Insuranceon behalf of firms.Attorney Registration – Certificates of InsurancePage 1Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsSelf-RegistrationTo access the uploadportal, agents and insurersmust create a User ID andpassword.The link for selfregistration will beprovided by the SupremeCourt.After clicking the link thathas been provided, followthe instructions on thescreen.1) Create a User ID andpassword.You will use this User IDand password each timeyou login to upload aCertificate of Insurance.Attorney Registration – Certificates of InsurancePage 2Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance Agents2) Enter contactinformation. Requiredfields are noted with an*.Business name is notrequired but may behelpful (see page 10herein).3) Complete the securityquestions and enterthe email and mobilephone for two factorauthentication. Click“CompleteRegistration”.Attorney Registration – Certificates of InsurancePage 3Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance Agents4) A confirmationdisplays.5) Open the email fromNJCourtsOnline.comand click on the link.Note: copying and pastingthe link into a browser isrecommended. UseChrome or Edge.The link must be usedwithin 7 days.6) A success messagedisplays.The User ID is notactivated and cannot beused until these stepsare completed.Attorney Registration – Certificates of InsurancePage 4Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsLoginClick on the login link ORuse the link provided bythe Supreme Court.Enter the User ID andpassword to login.The fields are casesensitive.Attorney Registration – Certificates of InsurancePage 5Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsAdding the TileOn the “Home” screen,click the sign.Check “Certificate ofInsurance (InsuranceAgent Access Only)” andclick ‘Submit’.Attorney Registration – Certificates of InsurancePage 6Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsThe Certificate ofInsurance tile now displayson the “Home” screen.Once added, the tile willremain on the ‘Home’screen.To begin, click on the tile.Attorney Registration – Certificates of InsurancePage 7Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsUpload ProcessTo begin, search for thefirm by: Firm name orFirm IDPartial name searchesare permitted.Firm ID will begin with an“F”.Click ‘Search’.Search results will display.Click ‘Open’ to select theappropriate firm.Attorney Registration – Certificates of InsurancePage 8Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsThe upload screencontains:1) Insured sectiondisplaying thefirm/entity insured2) Firm billing email3) Insurer Informationsection for theagent/insurerinformation4) The User ID of theagent/insureruploading the COI. The‘Business Name’ fieldwill be blank if‘Business Name’ is leftblank on the “ContactInformation” screenwhen the User ID iscreated.If the field is populated in“Contact Information” thename will carry over.5) Documents section foruploading Certificatesof InsuranceAttorney Registration – Certificates of InsurancePage 9Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsTo begin upload, click on1) Drag and drop, or2) Select a PDF, and3) Click ‘Attach’Uploads must be doneone at a time.Attorney Registration – Certificates of InsurancePage 10Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsFrom the “Documents”section:1) Enter the policyeffective date and thepolicy expiration date2) The ‘DocumentDescription’ field willpopulate with thename of the uploadedfile, but this verbiagecan be changed.3) Click ‘Submit’4) Complete theCertification5) Clicking the hyperlinksopens PDF versions ofthe applicable RuleAttorney Registration – Certificates of InsurancePage 11Last Modified: Thursday, December 16, 2021

Uploading a Certificate of Insurance – Insurance AgentsConfirmation ofUploadA confirmation displaysafter upload.This completes thesubmission process.Clicking ‘Close’ returns youto the “Search insuredfirm” screen.An email is sent to thefirm’s billing address.All COIs must beapproved by the SupremeCourt. A separate emailwill be sent relating to theacceptance of uploadedCOIs.Attorney Registration – Certificates of InsurancePage 12Last Modified: Thursday, December 16, 2021

Certificate of Insurance ("COI") upload feature Loginfor insurance agents and insurers. Summary: After self-registering for a username and password, agents and insurers will have access to a portal for the upload of Certificates of Insurance. This Guide is for: Insurance agents and insurers who are authorized to upload Certificates of Insurance

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