View Licence and Insurance Details for a Provider

Check Licence and Insurance Details for a Service Provider

When a Provider sets up their Portal account, they must upload copies of their insurance and licenses (if applicable). These documents are reviewed by the portal compliance team, and if everything is in order, the status is updated to Valid.

Strata Managers can review a Provider’s licence and insurance status before assigning them to a Work or Quote Request.

View Licence and Insurance Details

To view Provider details, including licence and insurance details, go to the Providers page. The insurance and licence status appears under 'Licence/Accreditation/Insurance' column. 

The screen can be filtered by business number status to display providers with either a valid or invalid status.

The compliance details for an individual provider can be accessed by selecting their name to open the company page.  This will display the status of the compliance documents. 

Licence and insurance details can also be viewed when a Strata Manager is preparing a work or quote request and is selecting a provider to assign.

Red – Invalid: If a licence or insurance document is invalid, the status will be displayed in red.

Green – Valid: If a licence or insurance document is valid, the status will appear in green.

Yellow – Pending Verification: Recently uploaded licences or insurance documents awaiting verification by the compliance team will be marked in yellow.

Blue – Not Required: If a licence or insurance document is not required, the status will be shown in blue.

Grey – Not Added or Expired: If no information is provided or the compliance is outdated, the status will be displayed in grey as Not Added or Expired.

Strata Managers should contact us with any further questions regarding this process.