Adding or Editing on an Existing Policy (Web Browser)


Adding or Editing on an Existing Policy (App)


Sharing a certificate of insurance with your Additional Insured


To add or edit an Additional Insured on an existing policy on the web:


After purchase, use the menu hamburger and select "My Documents"


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 or edit 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. You can also edit your existing Additional Insureds here by clicking the icon under "Info/Edit." Click "Save" to return to the menu.






To add or edit an Additional Insured on an existing policy on the app:


After purchase, use the menu hamburger and select "My Documents"


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 or edit 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. You can also edit your existing Additional Insureds here by clicking the icon under "Info/Edit." Click "Save" to return to the menu.



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


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


Choose the policy for which you want to add or modify Additional Insureds. 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 or edit an Additional Insured.


On the next screen, your existing Additional Insureds will be listed. Click the pencil icon to the right to modify the Additional Insured's details. Or, to add a new Additional Insured to your account, tap "Manage Additional Insureds." 


You can add a new Additional Insured to your policy by selecting it from the list provided or creating your own. Tap "Save and Return" when you're done.



To share a certificate of insurance with your Additional Insured:


You can manually share your certificate of insurance by email with whomever you choose.


If you would like to share your certificate of insurance directly with your Additional Insured from Verifly (not from you, the insured), you can do so as well. Just add the email address of your client/business partner when you create the Additional Insured, and they will be sent an email directly from Verifly containing the certificate.