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 Income Protection
CertificationCertification RequirementsVerification RulesExample
Insurance.Income Protection. Personal Income Protection
  • Insured Name must match that registered and ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN and names together. This is ideally a  letter or download from ABR showing the linkage.
  • There is no minimum amount for Income Protection and the amount does not need to be recorded
  • Must be current
  • Must specify the state in which the certification has been uploaded for
  • Must specify Income Protection or Accident and Sickness

IMPORTANT: Avetta staff click HERE for additional business rule information

  • IMPORTANT: Avetta staff click HERE for additional information on this business rule before proceeding with Verification
    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly
      basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = Income Protection or Accident and Sickness as specified on the policy
    • Amount Description = not required
    • Amount = not required


 Plant, Machinery and Motor Vehicle
CertificationCertification RequirementsVerification RulesExample
Insurance.Motor Vehicle.
  • Business Name needs to match. If it doesn't match, government certified evidence must be provided to link the business names together. This is ideally a  letter or download from ABR showing the linkage
  • Must be minimum 30 million (AUD) coverage for 3rd Party Liability / Legal Liability / 3rd Party Property unless policy is comprehensive
Accepted Types
  • Motor Vehicle
  • CTP
  • Comprehensive **
  • Motor Fleet
  • Third Party Property
  • Plant and Machinery (which includes Motor Vehicles)

**NOTE: Amount = as per policy (minimum of 30 million AUD)

IMPORTANT: Avetta staff click HERE for additional business rule information

  • IMPORTANT: Avetta staff click HERE for additional information on this business rule before proceeding with Verification

    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly
      basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
    • Item = As specified on policy <accepted type> Motor Vehicle Insurance. If Policy is for comprehensive, list 'Comprehensive Motor Vehicle' instead.
    • Amount Description = As specified on policy <3rd Party Liability / Legal Liability / 3rd Party Property> UNLESS the policy is for comprehensive in which case the description can be left blank
    • Amount = as per policy (minimum of 30 million AUD). If a certificate is provided with no minimum 3rd party property liability stated, the supplier must provide a copy of the policy document which provides these details.


 Professional Indemnity
CertificationCertification RequirementsVerification RulesExample
Insurance.Professional Indemnity
  • Business Name and ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a  letter or download from ABR showing the linkage – must be uploaded with the policy
  • There is no minimum amount for Professional Indemnity Insurance
  • Must state Professional Indemnity or Professional liability
  • Must be current
  • If the policy does not list Professional Indemnity a Product Disclosure Statement (PDS) is required before escalation.
    • If PDS states Professional Indemnity coverage – the insurance and PDS needs to be uploaded together for approval
    • If the PDS does not specify Professional Indemnity it will be escalated

Self Insurance

  • If the company indicates 'Self Insured' = Letter to be uploaded from the governing body which has approved the self insurance;
    please click on the following link to see the current list of approved Self Insured companies in Australia:  http://www.srcc.gov.au/self_insurance/current_licensees.

IMPORTANT: Avetta staff click HERE for additional business rule information

  • IMPORTANT: Avetta staff click HERE for additional information on this business rule before proceeding with Verification

    • Issue Date = Start of coverage date listed on policy
    • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly
      basis the expiry will be set when the next payment is due)
    • Insurer = Insurer will be listed in policy content
    • Policy Number = as specified on the policy
 Public Liability
CertificationCertification RequirementsVerification RulesExample
Insurance.Liability.Public & Products
  • Business Name and ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a  letter or download from ABR showing the linkage;
  • Minimum amount of 20 million dollars Australian (Unless Contract Indicates otherwise) for any one occurrence; Coverage amount to be recorded
  • If the policy amount is not in AUD a conversion at the time of processing is to
    completed to ensure the non AUD amount is greater then the 20,000,000 AUD amount
  • Insurance must be current
  • If the company supplies a 'requires approval' policy type (as listed below) a Product Disclosure Statement (PDS) is required before escalation.
    • If PDS states Public Liability coverage – the insurance and PDS needs to be uploaded together for approval
    • If the PDS does not specify Public Liability it will be escalated

IMPORTANT: Avetta staff click HERE for additional information


Accepted Policy Types (Approved)Requires Approval Policy Types (Escalation)Not Accepted Policy Types (Return)
Public LiabilityIT LiabilityProduct Only Liability
Public and Products LiabilityLegal Liability
Broadform LiabilityCommercial Liability
General Liability

Business Liability

Umbrella Liability


Self Insurance

  • If the company indicates 'Self Insured' = Letter to be uploaded from the governing body which has approved the self insurance;
    please click on the following link to see the current list of approved Self Insured companies in Australia:  http://www.srcc.gov.au/self_insurance/current_licensees.
  • IMPORTANT: Avetta staff click HERE for additional information on this business rule before proceeding with Verification

  • Issue Date = Start of coverage date listed on policy
  • Expiry Date = Coverage end date listed on policy (If the policy is paid on a monthly
    basis the expiry will be set when the next payment is due)
  • Insurer = Insurer will be listed in policy content
  • Policy or Certificate Number = as specified on the Policy or Certificate.
  • Item = Type of of coverage / policy (i.e. Public & Products Liability, Public Liability, Broadform Liability, General & Public Liability
  • Amount Description = Same as item
  • Amount = as specified on policy (must be minimum of 20 million AUD or equivalent)
    NOTE: If total amount of policy is split between multiple policy numbers on the document, this should be escalated to site for approval
    EG: Type of policy is Public Liability for 20 million AUD however in the policy number field of the document the primary is 10 million (With policy # ABC) and the excess is 10 million (With policy #DEF)
Accepted Amount Samples (Approved)Not Accepted Amount Samples (Return)
Public Liability = $20,000,000 (AUD)Product Only Liability = $20,000,000 (AUD)
Public & Products Liability = $20,000,000 (AUD)Accepted / Approved Policy Types < $20,000,000 (AUD)
Broadform Liability = $20,000,000 (AUD)

A policy where the minimum insured amount is split amongst different types of cover eg

Products $10,000,000 (AUD)

Public $10,000,000 (AUD)

Total = $20,000,000 (AUD)

General Liability = $20,000,000 (AUD)
Business Liability = $20,000,000 (AUD)
Umbrella Liability = $20,000,000 (AUD)
 Workers Compensation

 ACT
Certification
Certification RequirementsUpload RequirementsExamples
ACT Workers Compensation
  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage

  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return
    Ensure the coverage references ‘ACT’ or ‘Australian Capital Territory’ as shown in the below examples

    OR

    OR

      

  • Verified doc must be Workers Compensation for ACT

IMPORTANT: Avetta staff click HERE for additional business rule information

 

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

 

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter ACT Workers Compensation in the ‘Item’ field within Onsite



 NSW
CertificationCertification RequirementsUpload RequirementsExamples

Insurance.Workers Compensation.NSW




Business rule last updated by Yancoal 15.07.2020

  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage
  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • Must be issued from Coal Mines Insurance or an exemption from Coal Mines Insurance.

If the company is exempt from supplying the CMI policy, they must upload the confirmation of exemption letter which is received from Coal Services together with the companies current policy.

  • If document refers to ‘Self Insurance / Insurer’ an exemption letter from Coal Services is still required and must be uploaded with the Self-Insurer documentation. This will then be escalated by Pegasus to site for approval.

IMPORTANT: Avetta staff click HERE for additional business rule information

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Enter the policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter NSW Workers Compensation in the ‘Item’ field within Onsite

 NT
Certification
Certification RequirementsUpload RequirementsExamples
NT Workers Compensation
  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage
  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure the coverage references ‘NT’ or ‘Northern Territory’ as shown in the below examples

OR

  • Verified doc must be Workers Compensation for NT

IMPORTANT: Avetta staff click HERE for additional business rule information

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within includes the Nationally Recognised Training.Onsite.

  • Enter NT Workers Compensation in the ‘Item’ field within Onsite

 


 QLD
Certification
Certification RequirementsUpload RequirementsExamples
QLD Workers Compensation
  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage
  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘WorkCover Queensland Logo’ displayed on the document.

 

  •  Verified doc must be Workers Compensation for QLD

IMPORTANT: Avetta staff click HERE for additional business rule information

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Enter WorkCover Queensland in the ‘Insurer’ field within Onsite.

  • Enter the policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter QLD Workers Compensation in the ‘Item’ field within Onsite
 SA
Certification
Certification RequirementsUpload RequirementsExamples
SA Workers Compensation
  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage
  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘Government of South Australia’ Logo displayed on the document.

  • Verified doc must be Workers Compensation for SA

Note for SA Workers Compensation:

For SA workers compensation document uploads you may note there is no end date recorded on the document. If this is the case, enter the last day of the finanical year as the end date for this cert – The last day of the financial year every year falls on the 30th June.

E.g: If you receive an SA Workers Compensation document upload that shows ‘This employer is registered from 06/08/2004, the next upcoming ‘last day of the financial year’ is 30/06/2016 which can be entered as the end date despite not being shown on the document.

IMPORTANT: Avetta staff click HERE for additional business rule information

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite
  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:



  • Enter Return to Work SA in the ‘Insurer’ field within Onsite.

  • Enter the employer number listed on the workers compensation document is listed in the ‘Policy Number’ field within Onsite

  • Enter SA Workers Compensation in the ‘Item’ field within Onsite




 VIC
Certification
Certification RequirementsUpload RequirementsExamples
VIC Workers Compensation
  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage
  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is address to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure there is a ‘Worksafe Victoria’ logo or ‘Authorised Agent of the Victorian WorkCover Authority’ displayed on the document.

OR

  • Verified doc must be Workers Compensation for VIC

IMPORTANT: Avetta staff click HERE for additional business rule information

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be found on the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter VIC Workers Compensation in the ‘Item’ field within Onsite

 WA
Certification
Certification RequirementsUpload RequirementsExamples
WA Workers Compensation
  • Business Name and/or ABN needs to match. If it doesn't match, government certified evidence must be provided to link the ABN or business names together. This is ideally a letter or download from ABR showing the linkage
  • P/L / Pty LTD / Pty Limited can be accepted in any of these forms if also listed as the name in the system

  • Aust / Australia can be accepted in any of these forms if also listed as the name in the system

  • Ttee (means trust) this is acceptable as long as the rest of the name matches

  • If document is addressed to a slightly different name however the Legal or Trading name is listed on the certificate of currency and matches this is acceptable

  • If documented refers to ‘Self Insurance / Insurer’ please escalate. Do not return

  • Ensure the coverage references ‘WA’ or ‘Western Australia’ as shown in the below examples
     
    OR

    OR

  OR

  • Verified doc must be Workers Compensation for WA

IMPORTANT: Avetta staff click HERE for additional business rule information

  • Enter the date of registration / commencement shown on the document as the "Start Date" within Onsite

  • Enter the end as shown on the workers compensation document as the ‘End Date’ within Onsite.

Note: Normally the ‘start date’ and ‘end date’ can be recorded as the certificate validity from and to dates as shown below:

  • Ensure the insurer listed on the workers compensation document is listed in the ‘Insurer’ field within Onsite. Usually this can be foundon the letterhead or in the footer eg. GIO, Allianz, CGU

  • Enter the employer number / policy number shown in the document in the ‘Policy Number’ field within Onsite.

  • Enter WA Workers Compensation in the ‘Item’ field within Onsite



 Contract Works Insurance
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