Wrap Portal - The Pacific Companies

1 1 wrap Portal Your CCIP Management Portal Enrollment Instructions . 2 Table of Contents Before we begin .. 3 Introduction Video .. 3 Let s get started .. 4 What s Next .. 9 Introducing your new CCIP Management Portal To make your enrollment into CCIP fast and easy, we are launching this new customized Portal . This system helps you by eliminating re-entry of data, sends automated alerts and notifications, provides real-time reporting, has mobile access capability and built on a modern scalable technology. We hope you will find this system to be helpful in making the process of enrollment and reporting into your CCIP program easier.

2 Please provide us your feedback on your experience and how we can make improvements to better serve you.. 3 Before we begin .. 1) You should have already received an email from your CCIP administrator with an invitation to the Portal which contains your login access to the system. If you did not receive this invitation, please contact your administrator. 2) In order to complete your enrollment, you will need information about your company including the Legal Status and TAX ID. You will also need information about the project that you are enrolling, including the contract value, estimated payroll, start date and sub-contractors that will be working under your contract.

3 In additon you will need your genreal liability rate and your workers compensation class codes and rates. Have this information handy before beginning your enrollment. Introduction Video .. Enrollment instructions contained in this document can also be found in a video at . 4 Let s get started .. HOMEPAGE You can navigate to the homepage by going to Enter the login and password that was provided in your invitation email from your CCIP Administrator. If you have one from old system it will be the same. WELCOME PAGE This welcome page is prompted only the first time you access the system.

4 Click Continue to go to the next step. RESET PASSWORD Reset your password by entering a new password into the text boxes twice, then click Continue.. 5 VERIFY / UPDATE CONTACT INFORMATION Verify and update your contact information then click Continue. VERIFY / UPDATE ADDRESS Verify and update your physical and mailing address then click Continue. COMPLETE SETUP Review tips, watch the intro video, then click Finish.. 6 ALERT An alert will be prompted indicating you have a new project. Click on the project to get started.

5 It will open a new window with your enrollment form. Note: Anytime you navigate to the homepage and if you have an alert, this alert pop-up will be prompted. COMPANY AND CONTACT INFORMATION Fill in or verify your company and contact information then click Save and Continue.. 7 CONTRACT INFORMATION Fill in your contractor cost information and describe your scope of work. If you do not have any sub-contractors, click Save and Continue and skip to the next page. If you have sub-contractors working for you, turn the switch in the Sub Contractor Info section from red to green.

6 Once the switch is turned to green, you will notice a section will appear that will hold your sub-contractor information. Click on to start adding your sub-contractors. When the Add Sub Contractor screen appears, enter the contract value, select the contract from the list of contractor. If the contractor does not appear in the list, click the text in green click here to add a new contractor . Next, enter the Trade the sub-contractor will be performing, then select from the list that appears. If you do not have that information, just type 0000 or Unknown , then click Next.

7 An email invite will be sent to the sub-. 8 contractor to login to this system and complete their own enrollment. Use the steps above to add all your sub-contractors, then click Save and Continue. ENROLLMENT SUMMARY On this screen, review all the information you have filled in for accuracy. Then select the check box to verify As required by section of the Contract Documents, the Certificate of Insurance for non-OCIP coverage has been forward to the General Contractor , then click Confirm and Continue. ENROLLMENT CONFIRMATION You are almost done.

8 Click on the blue link Click here (indicated by the first red arrow on the left) to download the enrollment document. Print, sign, scan and upload the document by clicking next to the second red arrow on the left. Find the scanned document on your computer, then click the Upload button. Once you have uploaded the signed document, click on Finish and Close. You are done .. 9 What s Next .. Your submission will be in Pending Review until it is reviewed by an administrator. Once your submission is approved, the administrator will issue your enrollment Certificate of Enrollment and send it to you via email.

9 You can go to My Projects on the left menu to check progress. Status legend at the bottom will give you details on the meaning of the status. You can go to the Home screen to get contact information for your administrator. Use the Alerts section on the top right of the home page to keep track of any action items or new project enrollments. The calendar feature will alert you of any important dates. The Document Sharing feature will show you any important documents being shared for your project.. 10 Note: This document and supporting material contains confidential and proprietary information and are intended solely for helping contractors enroll into their insurance program.

10 If you are not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, copying, or the taking of any action based on the contents of this information is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail, and delete the original message. CCIP INSURANCE & PROCEDURES MANUAL For Subcontractors Program Administrator AIMS Insurance Program Managers 1418 N.