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 Professional Indemnity
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Insurance.Professional Indemnity.Cert of Currency
  • Business Name and ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a  letter or download from ABR showing the linkage
  • The minimum amount for Professional Indemnity Insurance is $5,000,000 AU
  • If the policy amount is not in AUD a conversion at the time of processing is to completed to ensure the non AUD amount is greater then the 5,000,000 AUD amount
  • Must be current
  • Must state one of the accepted types as listed in the below table
  • If the policy does not list one of the accepted types a Product Disclosure Statement (PDS) is required before escalation.
    • If PDS states on of the accepted types – the insurance and PDS needs to be uploaded together for approval
    • If the PDS does not specify Professional Indemnity it will be escalated
Accepted

Professional Indemnity

Errors & Omissions

Professional Liability

 

Self Insurance

  • If the company indicates 'Self Insured' = Letter to be uploaded from the governing body which has approved the self insurance; 
    please click on the following link to see the current list of approved Self Insured companies in Australia:  http://www.srcc.gov.au/self_insurance/current_licensees.
  • Issue Date = Start of coverage date listed on policy
  • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly 
    basis the expiry will be set when the next payment is due)
  • Insurer = Insurer will be listed in policy content
  • Policy Number = as specified on the policy
  • Item = Professional Indemnity
  • Amount Description = Same as item
  • Amount = as specific on policy (must for a minimum of $5,000,000 AU)
 
 Public / Product Liability
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Insurance.Liability.Public and / or Product
  • Business Name and ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a  letter or download from ABR showing the linkage;
  • Minimum amount of 20 million dollars Australian for any one occurrence; Coverage amount to be recorded;If less than 20 million (AUD) the policy is to be returned
  • If the policy amount is not in AUD a conversion at the time of processing is to completed to ensure the non AUD amount is greater then the 20,000,000 AUD amount
  • Insurance must be current
  • If the company supplies a 'requires approval' policy type (as listed in below table) a Product Disclosure Statement (PDS) is required before escalation.
    • If PDS states Public Liability coverage – the insurance and PDS needs to be uploaded together for approval
    • If the PDS does not specify Public Liability it will be escalated
AcceptedRequires ApprovalNot Accepted

Public Liability

Public and Products Liability

Broadform Liability

General Liability

Business Liability

Legal Liability **

Umbrella Liability

IT Liability

** If the type of insurance is Legal Liability, however the amount states Public and Products or Public or one of the accepted types of insurance we would approve.

If the type of insurance is Legal Liability and the amount only states Limit of Liability or Legal Liabilty then we would require site approval for this


Note: Insurance types can be listed in the limit section of the policy.

Eg. Under the Class or description it may refer to General Liability however under the limit or interest insured section if it refers specifically to an accepted type listed above this would be deemed acceptable.


Self Insurance

  • If the company indicates 'Self Insured' = Letter to be uploaded from the governing body which has approved the self insurance; 
    please click on the following link to see the current list of approved Self Insured companies in Australia:  http://www.srcc.gov.au/self_insurance/current_licensees.

 

  • Issue Date = Start of coverage date listed on policy
  • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly 
    basis the expiry will be set when the next payment is due)
  • Insurer = Insurer will be listed in policy content
  • Policy Number = as specified on the policy
  • Item = Type of of coverage / policy (i.e. Public & Products Liability, Public Liability, Broadform Liability, General & Public Liability
  • Amount Description = Same as item
  • Amount = as specified on policy (must be minimum of 20 million AUD or equivalent

Accepted:

Limit of Liability:

  • Public Liability $20,000,000
  • Public & Products Liability $20,000,000
  • Broadform Liability $20,000,000

Not Accepted:

Limit of Liability:

  • Public Liability $10,000,000 Product Liability $10,000,000

 

 

 Workers Compensation

 ACT
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ACT Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return
    Ensure the coverage references ‘ACT’ or ‘Australian Capital Territory’ as shown in the below examples

    OR

    OR

      

  • Verified doc must be Workers Compensation for ACT

 

  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

 

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter ACT Workers Compensation in the ‘Item’ field within Onsite


 
 NSW

 National BR

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NSW Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘NSW Scheme Logo’ displayed on the document.


OR

OR

Note: For policies with icare shown you will need to ensure you also include the second page which is generally where it references NSW.

 

OR

  • Verified doc must be Workers Compensation for NSW

  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter NSW Workers Compensation in the ‘Item’ field within Onsite

 NT
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NT Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure the coverage references ‘NT’ or ‘Northern Territory’ as shown in the below examples

OR

  • Verified doc must be Workers Compensation for NT
  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within includes the Nationally Recognised Training.Onsite.

  • Enter NT Workers Compensation in the ‘Item’ field within Onsite

 

 
 QLD
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QLD Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘WorkCover Queensland Logo’ displayed on the document.

 

  •  Verified doc must be Workers Compensation for QLD
  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Enter WorkCover Queensland in the ‘Insurer’ field within Onsite.

  • Enter the policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter QLD Workers Compensation in the ‘Item’ field within Onsite
 SA
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SA Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘Government of South Australia’ Logo displayed on the document.

  • Verified doc must be Workers Compensation for SA

Note for SA Workers Compensation:

For SA workers compensation document uploads you may note there is no end date recorded on the document. If this is the case, enter the last day of the finanical year as the end date for this cert – The last day of the financial year every year falls on the 30th June.

E.g: If you receive an SA Workers Compensation document upload that shows ‘This employer is registered from 06/08/2004, the next upcoming ‘last day of the financial year’ is 30/06/2016 which can be entered as the end date despite not being shown on the document.

  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'
  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:



  • Enter Return to Work SA in the ‘Insurer’ field within Onsite.

  • Enter the employer number listed on the workers compensation document is listed in the ‘Policy Number’ field within Onsite

  • Enter SA Workers Compensation in the ‘Item’ field within Onsite

 

 

 

 TAS
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TAS Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure the coverage references ‘TAS’ or ‘Tasmania’ as shown in the below examples

OR

OR

  • Verified doc must be Workers Compensation for TAS
  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter TAS Workers Compensation in the ‘Item’ field within Onsite
 VIC
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VIC Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is address to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘Worksafe Victoria’ logo or ‘Authorised Agent of the Victorian WorkCover Authority’ displayed on the document.

OR

  • Verified doc must be Workers Compensation for VIC
  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter VIC Workers Compensation in the ‘Item’ field within Onsite
 
 WA
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WA Workers Compensation
  • Ensure the company / employer name shown on the workers compensation document matches the ‘Company’ field data within Onsite

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure the coverage references ‘WA’ or ‘Western Australia’ as shown in the below examples
     
    OR

    OR

  OR

  • Verified doc must be Workers Compensation for WA
  • Issue Date =  The date the policy or letter was issued to the customer - NOT the 'start date'

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter WA Workers Compensation in the ‘Item’ field within Onsite

 


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