top of page
Free 14 day trial. 30 day money back guarantee with purchase.
Try it, we are confident you will never go back to managing it manually. Our Guarantee
Free 14 day trial. 30 day money back guarantee with purchase.
Try it, we are confident you will never go back to managing it manually. Our Guarantee
Certificate of Insurance Tracking
and Document/Contract Software


Certificates - Excel Import Format
Money Back Guarantee
Field Name | Format | Length | Description |
|---|---|---|---|
wcexp_dte | mm/dd/yyyy | 10 | Workers Comp Expiration Date |
wc_ea_acc | numeric | 18 | Workers Comp Each Accident Limit |
wc_policy | numeric | 18 | Workers Comp Disease Policy Limit |
wc_ea_emp | numeric | 18 | Workers Comp Disease Each Employee Limit |
oth1_name | String | 50 | Other 1 Custom Policy Name |
ot1exp_dte | mm/dd/yyyy | 10 | Custom Policy 1 Expiration Date |
oth1_lim | Numeric | 18 | Other 1 Policy Limit |
oth1_ded | Numeric | 18 | Other 1 Policy Deductible Limit |
oth2_name | String | 50 | Other 2 Custom Policy Name |
ot2exp_dte | mm/dd/yyyy | 10 | Custom Policy 2 Expiration Date |
oth2_lim | Numeric | 18 | Other 2 Policy Limit |
oth2_ded | Numeric | 18 | Other 2 Policy Deductible Limit |
* - Required Fields
Note 1 - When a duplicate Cert Name is found, a hyphen + an incremented number will be added to the name to prevent duplicate entries error.
bottom of page