How to Add and Edit Additional Insureds

Manage your insureds anytime, anywhere, in under a minute

Add an Additional Insured

1. Log in to view your active and scheduled policies. Choose the policy you want to add the Additional Insured to by clicking the arrow (you cannot add them to past policies).

2. Select ‘+Additional Insured’ to add an Additional Insured.

3. Select an Additional Insured from the list, or click ‘Add New’ to add your own.

4. Fill in the form with the Additional Insured’s information, and a copy of the certificate will be sent to their email address. Save when you’re done.

5. After you’ve added all your Additional Insureds, save your changes.

6. View, edit, and share your certificates at any point before your policy ends!

Edit an Additional Insured

1. Log in to view your active and scheduled policies. Choose the policy you want to add the Additional Insured to by clicking the arrow  (you cannot add them to past policies).

2. Select ‘+Additional Insured’ to edit an Additional Insured.

3. Tap the edit icon   to edit the fields for your Additional Insureds.

4. Modify or add the Additional Insured’s information as needed. An updated copy of the certificate will be sent to their email address. Save when you’re done.

5. After you’ve updated your Additional Insureds, save your changes.

6. View, edit, and share your certificates at any point before your policy ends!

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