CBA Concepts: Coverage
Please keep in mind the following when adding a Coverage Bundle:
Each Coverage item added in a Coverage Bundle must have the same Coverage period (i.e. inception and termination dates).
Shared attributes, such as the Driver and stated value, can only be entered once per Coverage Bundle. If you need to add coverage for a Driver other than the one for which you are adding the rest of the coverage items, you must add this coverage separately.
If a field is shared between products or policies, coverage for these products or policies cannot be added in the same bundle.
1. Navigate to the Unit to which you would like to add Coverage.
Locate the Unit by navigating to the Contractor the Unit is associated with, or use Search.
If you cannot locate the Unit, you can add it, or contact an administrator.
2. Click Apply for Coverage Bundle.
3. Indicate the Coverage Period.
Enter the coverage inception and termination dates.
Inception dates and termination dates are at 12:00am. The Inception Date is the first day with coverage and is included in the calculation of premium. The Termination Date is the first day without coverage (terminating at 12:00am) and is not included in the calculation of premium.
If the Coverage is continuous until cancelled, check confirm no termination date.
Click Continue >>.
4. Select the Products to apply for.
Select the Products you would like to apply for and click Continue >>.
5. Verify Coverage Details.
Depending on the products you are adding, CBA may require additional information when adding coverage.
For example, a Physical Damage product requires a Stated Value. An Occupational Accident product requires that the coverage be associated with a driver.
If you adding coverage that requires a Driver, you can locate an existing Driver, or add a new Driver.
Verify the Coverage requirements and click Continue >>.
6. Create the new Coverage items.
Review the coverage information. If you need to make any changes, click << previous step.
Otherwise, click Finish >> to create the new coverage items.
7. Review the new Coverage items.
You will be taken to the Unit page. Please verify that the new Coverage information is correct.
Once Coverage has been added, users can create Certificates.
Create an Individual Certificate
Active Coverage items can be edited or inactivated, and users can check each Coverage's billing information.
Check Coverage Billing Information