---
title: Recording insurance certificates | Pairc Goodman
description: Add, check, verify or reject members' insurance records.
canonical: https://pairc-goodman.com/help/brokers/broker_exchanges/broker_insurance
generated: 2026-10-24T02:11:09.526Z
---Exchanges and listings

# Recording insurance certificates

Add, check, verify or reject members' insurance records.

---

Some activities need insurance. [Insurance](/broker/insurance) keeps a record of members' insurance.

If an admin has turned on **Insurance tracking enabled** , members can add their own insurance details from the **Privacy** tab in their **Settings** . These arrive here for you to check. If it is off, members cannot add them, and you add certificates for them here.

## Adding a certificate for a member

1. Press Add Certificate.
2. Use Search Member to find the member.
3. Choose the Insurance Type, such as Public Liability or Professional Indemnity.
4. Fill in Provider Name, Policy Number, Coverage Amount, Start Date and Expiry Date.
5. Press Add Certificate.

## Checking a certificate

- Use the tabs to see Pending, Submitted, Verified, Expiring Soon, Expired and Rejected certificates.
- Press the view button to see the details. If a file is attached, press View Certificate File.
- Press the verify button when you have checked it.
- Press the reject button if it is not acceptable, and give a reason.
- Press the delete button to remove a record you added in error.

## Why it matters

If a listing's risk tag says **Insurance required** , the member who posted the listing needs a verified insurance certificate that has not expired. This is the member shown as **Provider** on the exchange. Without one, nobody can start an exchange on that listing. This check applies even when **Insurance tracking enabled** is off.

Follow your community's rules on what counts as acceptable insurance. Do not collect more personal information than you need.

[Go to this page](/broker/insurance)

## More guides in this topic

[When does an exchange need a broker's approval?](/help/brokers/broker_exchanges/broker_exchange_when_approval) [How do I approve or reject an exchange?](/help/brokers/broker_exchanges/broker_approve_exchange) [Understanding the Exchanges list](/help/brokers/broker_exchanges/broker_exchange_list) [What can I do when an exchange goes wrong?](/help/brokers/broker_exchanges/broker_exchange_problems) [What is the Match Approvals page?](/help/brokers/broker_exchanges/broker_match_approvals) [Tagging a listing that needs extra care](/help/brokers/broker_exchanges/broker_risk_tags)

## Still need help?

If you can't find what you need, get in touch and a person will help you.

[Contact us](/contact)