How do I submit a monthly report? ▶️

Some insurance policies require the submission of monthly reports. If you're unsure if your policy requires monthly reports - contact us.

Step 1: Login to Waypoint. 

Step 2: From the "Policies" tab, click "Reporting" on the policy that you'd like to submit a report for. 

Step 3: Select the month and review the information on the report.

Some policies require the reporting of mileage, revenue, drivers, or equipment. If you need to update your equipment or drivers you can add, remove, or edit it from this page. 

• Equipment or drivers highlighted in yellow indicates that it was changed during the past month. 
• Equipment or drivers highlighted in red indicates that it was removed during the past month. 
• Equipment or drivers highlighted in green indicates that it was added during the past month. 

Step 4: When you’re finished, click “Continue” and you’ll see the total premium due for that reporting period.

Step 5: Click "Continue" and then "Submit" to finish submitting your report.