How can we help you?

Frequently asked questions

• How can I add a contractor in CBA?

  To add a new contractor navigate to the Carrier level and select the Contractors tab.

  1.- Click “Add Contractor”
  
  Pro tip: You can use the in-line search we mentioned before to verify the record doesn’t already exist.  

  

  2.- Click “Add a new contractor”

  Fill out all contractor information available and click continue.
  
  Note: Name, Address, and Date of Birth are required to continue with the process. 

  

  3.- Review the information and click “Finish”

  This will complete the process and a new contractor record will be created. 

  

   

• How to cancel or close coverage

  There are 2 ways to cancel coverage in CBA depending of what you'd like to do. 

  A) Cancel a single line of coverage 

  B) Cancel all lines of coverage and close the contractor/unit record

  A) Cancel a single line of coverage 

  1. Navigate to the Unit level (to cancel vehicle coverage) or Contractor Level (to cancel non-vehicle coverage)
  2. Click "Close" on the line of coverage you'd like to cancel
     
  3. A dialogue box will open. Enter the termination date and click "Close"
  4. Once it turns yellow, the coverage has been closed. The effective dates will be shown on the right. 

  Pro tip: if you entered an incorrect effective date you can click reopen and do the process again

  

  B) Cancel all lines of coverage and close the contractor/unit record

  1. Navigate to the Unit level (to cancel vehicle coverage) or Contractor Level (to cancel non-vehicle coverage)
  2. Click "Close" on the tool bar
  3. Enter the termination date
  4. Click "Use Date for All"
  5. Click "Confirm Close" . All the lines of covrage under the unit or contractor record will be clsed with the same termination date. Aling with the unit/contractor record

  

• How to download your bill
  1. Navigate to the motor carrier level in CBA
  2. Click on the Billings Tab
  3. Click on the Month you would like to download the bill for.
     This will generate an Excell file that will be downloaded on your computer
     
• How to change portals
  1. To change portals click "options" on the top right corner of the screen
  2. Select the desired portal from the dropdown menu and click "Switch Portals" 
     
     Note: if there's a portal you do most of your work in you can check the option to always start in that portal at login. You can always come back and select a different default portal. 
• Individual Document Delivery Feature

  This feature allows you to send a certificate to the contractor or any other email without the need of downloading the file to your computer.
  
  To set it up all the information we need is:

  1.- Sender email: Email address that recipients will see as the sender of the document. 
  
  2. Customer Representative email: Email address from the person or organization that recipients can contact in case they have any questions or concerns about the documents.

  If you are interested in this feature please send us an email at sales@focussi.com