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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>
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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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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''' 
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<th style="width: 60%;">Scenario</th>
<th>Required?</th>
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<tr>
<td>Standard non-hazardous shipment</td>
<td><span style="color: #6c757d;">No</span></td>
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<td>Hazardous materials shipment</td>
<td><span style="color: #d9534f;">Yes</span></td>
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<td>Truck carrying mixed load (Hazmat + General)</td>
<td><span style="color: #d9534f;">Yes</span></td>
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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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<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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<td><strong>Edit</strong></td>
<td>Update policy amounts or fix typos in the policy number.</td>
</tr>
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<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>
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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>


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! Action
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! What It Does
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|-
<th style="width: 30%;">Tip</th>
| New Insurance Policy
<th>Why It Helps</th>
| Adds a new policy to the account
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|-
<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>
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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>
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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]]
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