This guide helps you quickly check and manage franchisee insurance compliance in the RMS by searching for a franchisee, reviewing their status, and identifying any issues.

Step 1. Enter your portal

Step 2: Click on Franchisees on the left side of your screen: 

Step 3: Choose the Franchisee from the list you need to look into by just clicking their name: 

Step 4: Click on the Compliance Tab:  

On this view, you will see a bird's eye view of what is going on with their policy: 
 

If you need more details: Click the Tab next to Compliance called Reports: 

Step 5: Toggle on “Only show non-compliant and expiring requirements”

Here you will see exactly what is wrong with the COI that was uploaded and why they are non compliant: