Adding Insurance Documents

Your MBO Direct profile allows you to house your documentation all in one place. To add insurance documents, go the Settings tab on the left-hand menu. Then scroll and select Compliance from the sub-menu. 

You'll see a personal overview that includes your headshot, name, headline, bill rate, and more. Immediately below the header, there is a menu for adding your insurance. Select/add the requested information. Click the 3 dots under the Coverage tab to upload PDFs of your policy or to delete the entry in its entirety. 




Add general and/or professional liability documentation on this page. When you have uploaded all your documents, click "Apply" to confirm that your information has been successfully saved to your profile. 

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