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Add a New Location

Set up a site, property or project, and who must be named on its certificates.

Availability: Hiring Company accounts (Self-Service). Full-Service clients — see the note at the end.

Overview

A location is a site, property or project where your vendors and tenants work. Besides the address, each location stores the entities that must appear on the certificates of insurance for work there — the certificate holder and the additional insured entities. 📍

Add a location

  1. Open Locations. Click Locations in the left menu. Besides the list of locations, you'll see tabs for Location Groups, Additional Insured and Certificate Holders.
  2. Click + Add Location.
  3. Enter the name and address. Location Name and Location Address are required; add the city, state and zip so your team and vendors recognize the site.
  4. Optional: choose a Location Group to organize related sites together.
  5. Choose the Certificate Holders — the entities that belong in the certificate holder box of the COI.
  6. Choose the Additional Insured entities that must be named as additional insured.
  7. Leave Active checked and click + Create Location. The location is now available when you add assignments. ✅

Tips

  • 💡 If an entity you need isn't in the dropdown, close the form and add it first under the Additional Insured or Certificate Holders tab.
  • 💡 Spell entities exactly as they should read on a certificate — they drive the additional insured wording your requirement categories check for.
  • 💡 Locations can't be deleted, only deactivated. See How to remove a location.

Full-Service clients

If BCS manages your compliance program, adding or changing locations may be handled by your Customer Success Manager. Reach out directly or email customersupport@getbcs.com. 📬