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Request Insurance Corrections
Check supplier certificates and request missing coverage evidence
Use this Agent instantly or customize it - no programming needed
- Document review entryDocument review entry
Your supplier card reaches document review, which starts its insurance check.
- Supplier cardSupplier card
Your card gives the supplier's category, legal name, and email.
- Insurance certificateInsurance certificate
Your supplier's attached certificate shows the insured name, coverage, limits, and dates.
- Coverage checklistCoverage checklist
Your checklist sets the required coverage, minimum limits, and validity rules for that supplier category.
Your supplier onboarding tool holds supplier cards and sends correction requests with a form link.
monday.com holds the current coverage checklist for each supplier category.
- Supplier classification requestSupplier classification request
This request asks your procurement owner to classify a supplier whose category is missing.
- Readable certificate requestReadable certificate request
Your supplier gets a request for a readable replacement when the attachment cannot be read.
- Certificate correctionsCertificate corrections
Your card lists the missing or conflicting certificate details the supplier needs to fix.
- Returned supplier cardReturned supplier card
Your card moves to Supplier Correction with its certificate gaps attached.
- Supplier correction emailSupplier correction email
Your supplier gets the correction details and a form link for uploading a replacement.
This Agent checks supplier insurance when a card enters document review. If coverage falls short, your supplier gets a precise request and upload form. Your card moves to Supplier Correction.
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monday.comUsed as:
- Supplier onboarding tool
monday.com holds supplier cards and sends correction requests with a form link.
- Insurance policy tool
monday.com holds the current coverage checklist for each supplier category.
ZoomUsed as:
- Supplier onboarding tool
Zoom holds supplier cards and sends correction requests with a form link.
Made for your industry
Request Insurance Corrections is made for businesses in these industries.
- Construction
Return subcontractor forms with gaps in required insurance.
Show all Agents for the Construction industry - Manufacturing
Request corrected supplier certificates before purchasing approval.
Show all Agents for the Manufacturing industry - Property Management
Tell property vendors which insurance evidence to replace.
Show all Agents for the Property Management industry - Transportation and Logistics
Return carrier onboarding forms with missing coverage details.
Show all Agents for the Transportation and Logistics industry
Made for your role
Request Insurance Corrections is made for people in these roles.
- Procurement Specialist
Request missing insurance evidence from suppliers before approval.
Show all Agents for the Procurement Specialist role - Procurement Manager
Send suppliers coverage correction requests before onboarding advances.
Show all Agents for the Procurement Manager role - Supplier Onboarding Specialist
Return incomplete forms with exact certificate corrections.
Show all Agents for the Supplier Onboarding Specialist role
Made for your department
Request Insurance Corrections is made for people in these departments.
- Procurement
Return supplier forms with exact insurance corrections before approval.
Show all Agents for the Procurement department - Compliance
Request missing coverage evidence under current insurance rules.
Show all Agents for the Compliance department
How Request Insurance Corrections works
4 steps, in order, on every run.
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Read the onboarding cardOpen the card when it enters document review. Read the supplier details and attached certificate.
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Check current coverage rulesRead the checklist you set for that supplier category. Check the certificate against its coverage and validity rules.
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List certificate gapsList missing or conflicting details. Leave a compliant card in document review for the next check.
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Return the card for correctionRecord the needed changes and move the card to Supplier Correction. Email the supplier a specific request and form link.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- Collect supplier category, legal name, email, and insurance certificate on each onboarding card.
- Set up Document Review and Supplier Correction phases, a shareable correction phase form, and a card email template.
- Map supplier categories to the insurance checklist kept in the policy tool.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request Insurance Corrections:
You map supplier categories to checklists in your policy tool. The Agent reads the current checklist for the category on the card.
The Agent asks your procurement owner to classify the supplier before choosing coverage rules.
The Agent requests a readable replacement from the supplier. It does not infer coverage from an unreadable document.
No. The Agent reports documentary gaps, and your procurement reviewer decides whether the coverage is acceptable.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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