How to submit insurance with Axle
To upload your insurance documents with Axle, you will first need to log in through the Cardata app.
Once logged in, navigate to the hamburger menu on the top left of your screen.
Then Click Profile
Once in Profile, tap on My Insurance
To start the submission process, click Submit Insurance
The next steps will introduce key changes to the process.
Instead of receiving a link to upload your insurance documents through our previous platform, Files.com, you will now have two options.
- Connect directly to your insurance account to submit your documents
- Upload the documents manually as a PDF or image file.
Uploading with your insurance provider (Preferred Method)
Now we will review how to connect to your insurance provider directly to submit your insurance documents.
- Once logged in, navigate to the hamburger menu on the top left of your screen and tap on Profile.
- Tap on My Insurance
- To start the submission process, click Submit Insurance.
- Tap Connect Insurance Account.
You will be directed to a new page where you can search for and select your insurance provider.
- If not already displayed, click in the Search bar and type in your insurance provider name.
- Choose your insurance provider
- Enter your credentials to login to your online account for your insurance provider.
- Click CONNECT
Once your credentials have been entered for your online insurance account you will be redirected to the confirmation screen. No further action is required and your insurance documents will be automatically submitted to Cardata.
Please note that if you are currently using Multi-Factor Authentication (MFA) with your insurance provider login, you will need to follow the same MFA process when logging in through Cardata.
How to upload your insurance documents in the Cardata Cloud
- Login to your Cardata account from www.cardata.co
- On the left hand menu click on Driver Profile
- Click on Insurance
On the Insurance page, you'll find a link that will redirect you to the Axle insurance portal.
The steps to upload your insurance or link to your online insurance account will be the same as on the Cardata Mobile app.
Manual Upload (Alternative Method)
To manually upload your insurance documents,
- tap the (x) on the find insurance carrier page
- Tap on Upload Manually
- Tap upload or capture on the next screen.
- Then tap on Choose File from the pop-up for a PDF submission or Choose Photo for an image of your insurance document
Once you select the file containing your most recent insurance documents, Axle will process your document
If your document has been successfully uploaded, you will see the screen shown here,
your insurance status will change to "Under Review". If you do not see this screen, your documents have not been properly uploaded, and you will need to repeat the process.