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Policy Types (optional) 5 min
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Vendor Types (optional) 5 min
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Policy Requirements (optional) 5 min
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Compliance Rules (optional) 5 min
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Additional Insured (optional) 5 min
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Navigation & Subscriptions 30 min
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Adding & Approving COIs 15 min
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Renewing & Deactivating COIs 5 min
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Survey
MRI Angus - COI Setup & Usage eLearning
This course will teach property management employees how to set up the Certificates of Insurance solution to align with their business needs, and how to effectively use the solution to manage COIs for their tenants and vendors.
The Certificates of Insurance Setup & Usage course is intended for employees that have access to MRI Angus, and will be expected to configure, maintain, and utilize the COI solution.
This course is broken into several learning modules. These modules can be accessed in any order, although the suggested path is as follows:
- Policy Types (optional)
- Vendor Types (optional)
- Policy Requirements (optional)
- Compliance Rules (optional)
- Additional Insured (optional)
- Navigation & Subscriptions
- Adding & Approving COIs
- Renewing & Deactivating COIs
Note: we recommend you eliminate distractions while completing these modules. If possible, close all applications, including your email, put your phone on silent, and avoid multi-tasking.