How to manage customers' PLI documentation with automation in mind
Thanks to SpacetoCo's Document Management interface, you can now fully automate the collection of customers' Public Liability Insurance (PLI) certificates as part of their continuous booking journey with you.
To get started, you'll first need to set up your Document Management area. You can find more on that here.
Managing PLI works slightly differently from other documents you may have set up. We've curated the experience a little more to ensure you get the most out of the automation options while tailoring some of the language to suit PLI.
What do you have control over?
As part of PLI management, you have control over:
- Enabling/disabling the document for future use by your account or your customers
- If automation is turned on/off
How does PLI management differ from other document types?
When a customer submits their PLI, we ask them for the following:
- A copy of the document
- The start & end date of the insurance
By having this information available, our system can figure out the correct coverage across the year/bookings.
What does the customer see?
This is the process for submitting a document from the customer's point of view:
How do I manage my customer's PLI documents?
Thanks to the dedicated PLI management area, app.spacetoco.com/dashboard/host/documents?tab=pli_audit, you can filter, view and manage all of your PLI documents from a single location. You can do the following from this area:
- View your insurance covered by period (either calendar or fiscal year)
- Filter by PLI status (see below for definitions)
- Filter by customer type (regular or casual)
- Filter out any customers that have over X amount of bookings in a period (the default is 12)
- Filter out any customers that you may have already tagged as a commercial customer (using customer tags)
- Quickly request a new document
PLI Status and Coverage
Separate from the standard document status definitions, PLI status contains slightly different wording to allow for understanding booking coverage across a period.
We've given you easy access to see if a customer has coverage across their bookings. Just look for the icon we've circled in red below:
You'll also see it when viewing the PLI directly as a separate tab:
