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

Revision as of 15:19, 28 January 2026

🔖 This article is part of the BorderConnect ACE Manifest Guide

How to create and manage insurance policies in BorderConnect

Add Insurance Policy page in BorderConnect

An Insurance Policy in BorderConnect stores trucking insurance coverage details that can be assigned to trucks in your fleet when filing ACE eManifests.

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.

When Insurance Policies Are Required

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.

Accessing Insurance Policies

To manage insurance policies:

Click Manage Data in the top menu
Under the ACE Data section, select Insurance Policies

This opens the Insurance Policies List page where all existing policies are displayed.

Creating a New Insurance Policy

Click New Insurance Policy to open the policy creation page.

Each field represents required CBP insurance data.

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

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

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

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

@@ Line 1: / Line 1: @@
 {{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]]