Insurance information is often required during the permit process. This feature allows users to add, edit, and delete insurance details linked to a permit application. Use it to keep coverage information up to date during the review and approval process.
Important Note:
This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 permit application guide instead.
Add Insurance
Sign in to your site
Navigate to the Permitting System:
Use the Search field to find the record:
Search: Enter a permit number or keyword to search
Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired
Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential
Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction
Select the Permit record:
Navigate to the Insurance tab:
Click the Add Insurance button:
Complete the insurance details:
Insurance Carrier: Enter the name of the insurance carrier
Insurance Type: Select the type of insurance coverage
Certificate Number: Enter the insurance certificate number
Associated Project or Code: Enter the related project name or code, if applicable
Certificate Holder: Enter the name of the certificate holder
Phone: Enter the contact phone number
Effective Date: Select the date the insurance coverage begins
Street Address: Enter the street address associated with the insurance
Expiration Date: Select the date the insurance coverage expires
Coverage Amount: Enter the total coverage amount
Contractor: Select or enter the contractor associated with this insurance
Notes: Select the contractor already associated with the permit. A contractor must be added to the permit before insurance can be recorded
Note:
A contractor must be on file before you can add new insurance to the permit application record.
Click the Save Insurance button:
Edit Insurance
Sign in to your site
Navigate to the Permitting System:
Use the Search field to find the record:
Search: Enter a permit number or keyword to search
Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired
Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential
Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction
Select the Permit record:
Navigate to the Insurance tab:
Find the insurance record, and click the Pencil Icon under the Action header:
Make changes, then click the Save Insurance button:
Insurance Carrier: Update the name of the insurance carrier, if needed
Insurance Type: Update the type of insurance coverage
Certificate Number: Update the insurance certificate number
Associated Project or Code: Update the related project name or code, if applicable
Certificate Holder: Update the name of the certificate holder
Phone: Update the contact phone number
Effective Date: Update the date the insurance coverage begins
Street Address: Update the street address associated with the insurance
Expiration Date: Update the date the insurance coverage expires
Coverage Amount: Update the total coverage amount
Contractor: Update the contractor associated with this insurance. The contractor must already be added to the permit
Notes: Update or add any additional information related to the insurance record
Delete Insurance
Sign in to your site
Navigate to the Permitting System:
Use the Search field to find the record:
Search: Enter a permit number or keyword to search
Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired
Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential
Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction
Select the Permit record:
Navigate to the Insurance tab:
Find the insurance record, click the Trashcan icon under the Action header:
In the pop-up window, click Delete Insurance to confirm:
