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Creating and Managing Insurance Policies (ACE Manifest): Difference between revisions

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{{note|This article is part of the [[ACE_Manifest_Software_User_Guide_(CBP)|BorderConnect ACE Manifest Guide]]|info}}
{{note|This article is part of the [[ACE_Manifest_Software_User_Guide_(CBP)|BorderConnect ACE Manifest Guide]]|info}}


{{#ev:youtube|vr8siNFsOP4|960|center|How to create and manage insurance policies in BorderConnect}}
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[[File:new-insurance-policy.png|400px|thumb|right|Add Insurance Policy page in BorderConnect]]
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<h1>Insurance Policy (ACE Data)</h1>
<p>A guide to managing hazardous material insurance coverage details in BorderConnect.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-file-medical-alt"></i> Type: Master Data</span>
<span class="bc-article-pill"><i class="fas fa-biohazard"></i> Required For: Hazmat</span>
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An '''Insurance Policy''' in BorderConnect stores trucking insurance coverage details that can be assigned to trucks in your fleet when filing [[ACE_Manifest_Software_User_Guide_(CBP)|ACE eManifests]].
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Insurance policies are primarily required when transporting hazardous materials into the United States. When a truck carries hazardous goods, CBP requires valid insurance information to be included as part of the manifest submission.
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== When Insurance Policies Are Required ==
<h2 style="margin-top: 0;">Overview</h2>
<p>An <strong>Insurance Policy</strong> in BorderConnect is a stored record of trucking liability coverage. These records are used to assign specific insurance details to <strong>Truck</strong> profiles when filing ACE eManifests.</p>


{| class="wikitable"
<p>While standard freight generally does not require insurance data to be transmitted to CBP, <strong>Hazardous Materials (Hazmat)</strong> shipments trigger a mandatory requirement for valid insurance information under CBP manifest rules.</p>
! Scenario
! Is Insurance Policy Required
|-
| Standard non hazardous shipment
| No
|-
| Hazardous materials shipment
| Yes
|-
| ACE Manifest with hazmat commodities
| Yes
|}


Once entered, insurance policies become selectable on truck profiles and can be quickly applied during manifest creation.
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<strong>Hazmat Rule:</strong> If you are hauling hazardous goods, you <strong>must</strong> have a valid insurance policy linked to the truck on the ACE eManifest. Failure to do so will result in a manifest rejection.
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== Accessing Insurance Policies ==
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To manage insurance policies:
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">When is an Insurance Policy Required?</h2>


# Click '''Manage Data''' in the top menu 
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# Under the '''ACE Data''' section, select '''Insurance Policies''' 
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 60%;">Scenario</th>
<th>Required?</th>
</tr>
<tr>
<td>Standard non-hazardous shipment</td>
<td><span style="color: #6c757d;">No</span></td>
</tr>
<tr>
<td>Hazardous materials shipment</td>
<td><span style="color: #d9534f;">Yes</span></td>
</tr>
<tr>
<td>Truck carrying mixed load (Hazmat + General)</td>
<td><span style="color: #d9534f;">Yes</span></td>
</tr>
</table>
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This opens the Insurance Policies List page where all existing policies are displayed.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Creating a New Insurance Policy</h2>


== Creating a New Insurance Policy ==
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<h3><span class="bc-step-circle">1</span> Access the Menu</h3>
<p>Go to <strong>Manage Data</strong> > <strong>ACE Data</strong> > <strong>Insurance Policies</strong>.</p>


Click '''New Insurance Policy''' to open the policy creation page.
<h3><span class="bc-step-circle">2</span> Add Policy Details</h3>
<p>Click <strong>New Insurance Policy</strong>. Enter the specific data required by CBP:</p>


Each field represents required CBP insurance data.
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* <strong>Insurance Company Name:</strong> The full legal name of the provider.
* <strong>Policy Number:</strong> The complete identification number found on your certificate.
* <strong>Issue Date:</strong> The date the policy was issued.
* <strong>Policy Amount:</strong> The total liability coverage amount (e.g., $1,000,000).
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[[File:new-insurance-policy.png|800px|thumb|center|Adding a New Policy]]
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{| class="wikitable"
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Managing Your Policy List</h2>
! Field
! Description
|-
| Insurance Company Name
| Full legal name of the insurance provider
|-
| Policy Number
| Complete policy identification number
|-
| Issue Date
| Date the policy was issued (mm/dd/yyyy)
|-
| Policy Amount
| Total coverage amount for the policy
|}


After entering all fields, click '''Save''' to add the policy to your account.
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<p>The <strong>Insurance Policies List</strong> displays all insurance policies saved in your BorderConnect account. From here, you can maintain your coverage records to ensure expired policies are removed.</p>


== Insurance Policies List Page ==
[[File:Insurancepolicycompany1.png|800px|thumb|center|The Insurance Policies List Page]]


[[File:Insurancepolicycompany1.png|800px|center]]
<h3>Available Actions</h3>
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<th style="width: 20%;">Action</th>
<th>Description</th>
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<tr>
<td><strong>Edit</strong></td>
<td>Update policy amounts or fix typos in the policy number.</td>
</tr>
<tr>
<td><strong>Delete</strong></td>
<td>Remove a policy. <br><em>Note: This will automatically unassign the policy from any trucks currently using it.</em></td>
</tr>
</table>
</div>


This page displays all insurance policies saved in your BorderConnect account.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Assigning to Trucks</h2>


Policies listed here will automatically appear in the '''Insurance Policy''' dropdown on truck profiles.
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<p>Once a policy is created, it becomes available in the <strong>Insurance Policy</strong> dropdown menu on the <strong>Truck Profile</strong> page.</p>
<p>By assigning the policy to the truck profile, BorderConnect will automatically pull the correct insurance data into the ACE eManifest whenever that truck is assigned to a hazardous shipment, saving you from manual entry on every trip.</p>
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=== Available Actions ===
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>


{| class="wikitable"
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! Action
<table class="wikitable" style="width: 100%;">
! What It Does
<tr>
|-
<th style="width: 30%;">Tip</th>
| New Insurance Policy
<th>Why It Helps</th>
| Adds a new policy to the account
</tr>
|-
<tr>
| Edit
<td><strong>Exact Name Match</strong></td>
| Updates an existing policy
<td>Use the full legal name of the insurer to avoid ambiguity with CBP.</td>
|-
</tr>
| Delete
<tr>
| Removes a policy and unassigns it from any trucks
<td><strong>Regular Audits</strong></td>
|}
<td>Remove expired policies promptly to prevent drivers from selecting invalid coverage.</td>
</tr>
<tr>
<td><strong>Double Check Amounts</strong></td>
<td>Ensure the Policy Amount meets the statutory minimums for the class of Hazmat being transported.</td>
</tr>
</table>
</div>


Deleting a policy will automatically remove it from any trucks where it was previously assigned.
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== Assigning Insurance Policies to Trucks ==
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Once created, insurance policies can be selected directly on truck profiles.
 
This allows BorderConnect to include the correct insurance information automatically when hazardous shipments are transmitted to CBP.
 
== Best Practices ==
 
{| class="wikitable"
! Tip
! Why It Helps
|-
| Keep policies up to date
| Ensures CBP compliance
|-
| Use full legal insurer names
| Avoids manifest rejects
|-
| Verify policy numbers carefully
| Prevents hazmat filing issues
|-
| Remove expired policies
| Keeps truck profiles clean
|}


[[Category:ACE Manifest Guide]]
[[Category:ACE Manifest Guide]]

Latest revision as of 11:48, 11 February 2026

🔖 This article is part of the BorderConnect ACE Manifest Guide

Insurance Policy (ACE Data)

A guide to managing hazardous material insurance coverage details in BorderConnect.

Type: Master Data Required For: Hazmat

Overview

An Insurance Policy in BorderConnect is a stored record of trucking liability coverage. These records are used to assign specific insurance details to Truck profiles when filing ACE eManifests.

While standard freight generally does not require insurance data to be transmitted to CBP, Hazardous Materials (Hazmat) shipments trigger a mandatory requirement for valid insurance information under CBP manifest rules.

Hazmat Rule: If you are hauling hazardous goods, you must have a valid insurance policy linked to the truck on the ACE eManifest. Failure to do so will result in a manifest rejection.

When is an Insurance Policy Required?

Scenario Required?
Standard non-hazardous shipment No
Hazardous materials shipment Yes
Truck carrying mixed load (Hazmat + General) Yes

Creating a New Insurance Policy

1 Access the Menu

Go to Manage Data > ACE Data > Insurance Policies.

2 Add Policy Details

Click New Insurance Policy. Enter the specific data required by CBP:

  • Insurance Company Name: The full legal name of the provider.
  • Policy Number: The complete identification number found on your certificate.
  • Issue Date: The date the policy was issued.
  • Policy Amount: The total liability coverage amount (e.g., $1,000,000).
Adding a New Policy

Managing Your Policy List

The Insurance Policies List displays all insurance policies saved in your BorderConnect account. From here, you can maintain your coverage records to ensure expired policies are removed.

The Insurance Policies List Page

Available Actions

Action Description
Edit Update policy amounts or fix typos in the policy number.
Delete Remove a policy.
Note: This will automatically unassign the policy from any trucks currently using it.

Assigning to Trucks

Once a policy is created, it becomes available in the Insurance Policy dropdown menu on the Truck Profile page.

By assigning the policy to the truck profile, BorderConnect will automatically pull the correct insurance data into the ACE eManifest whenever that truck is assigned to a hazardous shipment, saving you from manual entry on every trip.

Best Practices

Tip Why It Helps
Exact Name Match Use the full legal name of the insurer to avoid ambiguity with CBP.
Regular Audits Remove expired policies promptly to prevent drivers from selecting invalid coverage.
Double Check Amounts Ensure the Policy Amount meets the statutory minimums for the class of Hazmat being transported.
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