Webinar: Insurance Management August 20, 2026

Join Cory Lawson as he covers the end-to-end insurance certificate management process in PlanetBids, including configuring insurance types and coverage templates in adm…This training covers the end-to-end insurance certificate management process in PlanetBids, including configuring insurance types and coverage templates in admin, creating and requesting certificates from vendors, managing the submission and review workflow, handling deficiencies, and setting up automated expiration notifications to both vendors and producers.