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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|the Add Insurance Policy page]]An '''Insurance Policy''' is a type of coverage for your company if accidents occur and can be assigned to trucks in your fleet and in BorderConnect [https://www.borderconnect.com/ace-e-manifest/index.htm ACE Manifest software]. Insurance Policies are required if your truck is taking a shipment into the U.S. on an ACE Manifest with hazardous goods.
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<h1>Insurance Policy (ACE Data)</h1>
<p>A guide to managing hazardous material insurance coverage details in BorderConnect.</p>
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<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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To assign an insurance policy to a truck, go to the Manage Data menu option at the top of the page and click Insurance Policies under the ACE Data section of the menu which will take you to the Insurance Policies List page. From this page you can view a list of the previous insurance policies entered in BorderConnect, or click the button New Insurance Policy.
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== Creating An Insurance Policy ==
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This page displays all of the fields required to create an insurance policy.
<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>


;Insurance Company Name
<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>
:Enter the full name of the insurance company provider


;Policy Number
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:Enter the full policy number.
<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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;Issue Date
<div style="clear: both;"></div>
:Enter the full date of issue of the insurance policy in mm/dd/yyyy format.
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;Policy Amount
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">When is an Insurance Policy Required?</h2>
:Enter the full coverage amount of the policy.


== Insurance Policies List ==
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<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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[[File:Insurancepolicycompany1.png|680px]]
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Creating a New Insurance Policy</h2>


This section of the page displays the list of truck insurance policies for the account. Insurance policies are used as part of the required information for hazardous materials in [[ACE_Manifest_Software_User_Guide_(CBP)|ACE Manifest]], they are not required to be entered otherwise. Policies listed here will appear in the Insurance Policy drop down menu on the truck profile.
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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>


;New Insurance Policy Button
<h3><span class="bc-step-circle">2</span> Add Policy Details</h3>
:Allows the user to add a new insurance policy to the account. Clicking on this button will bring the user to a page where the insurance information can be entered. Once finished, clicking Save will add the insurance policy and return the user to the Company Details Page.
<p>Click <strong>New Insurance Policy</strong>. Enter the specific data required by CBP:</p>


;Edit
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:Allows the user to edit the information for the insurance policy. Clicking this link will bring the user to a page where the insurance information can be updated. Once finished, clicking Save will add the insurance policy and return the user to the Company Details Page.
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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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;Delete
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Managing Your Policy List</h2>
:Removes the insurance policy from the account. If any trucks have the insurance policy assigned, it will be removed from the truck profile.
 
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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>
 
[[File:Insurancepolicycompany1.png|800px|thumb|center|The Insurance Policies List Page]]
 
<h3>Available Actions</h3>
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 20%;">Action</th>
<th>Description</th>
</tr>
<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>
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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Assigning to Trucks</h2>
 
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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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<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Best Practices</h2>
 
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<table class="wikitable" style="width: 100%;">
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<th style="width: 30%;">Tip</th>
<th>Why It Helps</th>
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<td><strong>Exact Name Match</strong></td>
<td>Use the full legal name of the insurer to avoid ambiguity with CBP.</td>
</tr>
<tr>
<td><strong>Regular Audits</strong></td>
<td>Remove expired policies promptly to prevent drivers from selecting invalid coverage.</td>
</tr>
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<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>
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[[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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