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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.}}
{{#ev:youtube|vr8siNFsOP4|960|center|How to create and manage insurance policies in BorderConnect}}


[[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.
[[File:new-insurance-policy.png|400px|thumb|right|Add Insurance Policy page in BorderConnect]]


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.
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]].


== Creating An Insurance Policy ==
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.


This page displays all of the fields required to create an insurance policy.
== When Insurance Policies Are Required ==


;Insurance Company Name
{| class="wikitable"
:Enter the full name of the insurance company provider
! Scenario
! Is Insurance Policy Required
|-
| Standard non hazardous shipment
| No
|-
| Hazardous materials shipment
| Yes
|-
| ACE Manifest with hazmat commodities
| Yes
|}


;Policy Number
Once entered, insurance policies become selectable on truck profiles and can be quickly applied during manifest creation.
:Enter the full policy number.


;Issue Date
== Accessing Insurance Policies ==
:Enter the full date of issue of the insurance policy in mm/dd/yyyy format.


;Policy Amount
To manage insurance policies:
:Enter the full coverage amount of the policy.


== Insurance Policies List ==
# Click '''Manage Data''' in the top menu 
# Under the '''ACE Data''' section, select '''Insurance Policies''' 


[[File:Insurancepolicycompany1.png|680px]]
This opens the Insurance Policies List page where all existing policies are displayed.


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.
== Creating a New Insurance Policy ==


;New Insurance Policy Button
Click '''New Insurance Policy''' to open the policy creation page.
: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.


;Edit
Each field represents required CBP insurance data.
: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.


;Delete
{| class="wikitable"
:Removes the insurance policy from the account. If any trucks have the insurance policy assigned, it will be removed from the truck profile.
! 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.
 
== Insurance Policies List Page ==
 
[[File:Insurancepolicycompany1.png|800px|center]]
 
This page displays all insurance policies saved in your BorderConnect account.
 
Policies listed here will automatically appear in the '''Insurance Policy''' dropdown on truck profiles.
 
=== Available Actions ===
 
{| class="wikitable"
! Action
! What It Does
|-
| New Insurance Policy
| Adds a new policy to the account
|-
| Edit
| Updates an existing policy
|-
| Delete
| Removes a policy and unassigns it from any trucks
|}
 
Deleting a policy will automatically remove it from any trucks where it was previously assigned.
 
== Assigning Insurance Policies to Trucks ==
 
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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