You may add Additional Insureds in the mobile app or on the web during or after purchase (but before a policy expires). 


Adding to a New Policy (Mobile)


Adding to an Existing Policy (Mobile)


Adding to a New Policy (Web Browser)


Adding to an Existing Policy (Web Browser)


To add an Additional Insured to a new policy on the mobile app:


While you are on the policy builder, tap “Additional Insureds” near the bottom and then tap “Add Additional Insured. You can then search and select the Additional Insured you would like to add from the list, or tap “Add New” to create a new Additional Insured. 


When adding a new Additional Insured, you must include a name or description of the person or organization. You also have the option to include a label for your reference, an email address, a description of operations, and a certificate holderIf you specify a “Certificate Holder” it will appear on your ACORD 25 certificate in the “Certificate Holder” box in the lower left. If you specify content for the “Description of Operations,” it will appear in the “Description of Operations” box on your certificate. 


If you enter an email address, your Additional Insured will receive a PDF copy of your certificate of insurance and their Additional Insured endorsement, including Waiver of Subrogation and Primary and Non-Contributory status endorsement (as well as policy extensions and cancellations).  


After you have added the Additional Insured(s) and entered all relevant informationtap “Save Additional Insured.”  


You may not modify Additional Insureds after they have been added to your policy, but you can add new Additional Insureds for no additional charge by tapping “Additional Insureds” on the policy builder and then tapping “Manage Additional Insureds.” 










To add an Additional Insured to an existing policy on the mobile app:


Use the menu hamburger and select "Certificates and Docs."


Choose the policy you want to add the Additional Insured to. Please note that you can only add Additional Insureds to active and scheduled policies, you cannot add them to past policies.


Select "+Additional Insured" to add an Additional Insured.


Add the new Additional Insured to your account and tap "Done."


Add the new Additional Insured to your policy by selecting it from the list below, and tap "Add Selected Insureds" at the bottom.










To add an Additional Insured to a new policy on the web:


After you have entered your job category and selected the dates of your policy, you will reach a screen that reads "Need to add Additional Insureds?" You can add them at that stage, or you can skip and add them after purchase.


To add at this stage, click "Add them now." You can then search and select the Additional Insured you would like to add from the list, or tap “Add New” to create a new Additional Insured.  


When adding a new Additional Insured, you must include a name or description of the person or organization. You also have the option to include a label for your reference, an email address, a description of operations, and a certificate holderIf you specify a “Certificate Holder” it will appear on your ACORD 25 certificate in the “Certificate Holder” box in the lower left. If you specify content for the “Description of Operations,” it will appear in the “Description of Operations” box on your certificate. 


If you enter an email address, your Additional Insured will receive a PDF copy of your certificate of insurance and their Additional Insured endorsement, including Waiver of Subrogation and Primary and Non-Contributory status endorsement (as well as policy extensions and cancellations).  


After you have added the Additional Insured(s) and entered all relevant information, click “Save.”  


You can modify or remove Additional Insureds when you reach the "Review & Purchase" screen by clicking "Manage Additional Insureds."







To add an Additional Insured to an existing policy on the web:


After purchase, use the menu hamburger and select "Certificates and Docs."


Choose the policy you want to add the Additional Insured to. Please note that you can only add Additional Insureds to active and scheduled policies, you cannot add them to past policies.


Select "+Additional Insured" to add an Additional Insured.


Add a new Additional Insured to your policy by selecting it from the list below, or select "Add New" to create your own. Click "Save" to return to the menu.