Example of where to locate requirements the OCR bot is looking for To check that the effective and expiration dates are cor...

Validate Proper Form box should only be unchecked if the COI is an Acord form but the system thinks it is not an Acord form. 

Invalid Hold Harmless Agreement or Policy Statement should be checked when the document uploaded is a policy statement provided to the insured party by an...

Wrong Document Type/Format should be checked when the document uploaded is not a certificate of insurance, nor is it a hold harmless agreement or policy s...

N/A or NONE is an acceptable aggregate value, INCLUDED is also acceptable for line items. SAM may be listed in the general liability, as an add-on poli...