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Responding to requests or policy verification
NOTE: Content covered in this article is available in video format. To access, log on as an Agent to the Certificial platform, launch the Guided Assistance on the left-hand side of the page and select <Agent Response Tutorial>. Once you have ...
The difference between "User" and "Agent".
There are only two types of accounts on the Certificial platform - Users and Agents. Users are Corporations or Organizations looking to manage and share their own policies or seeking to monitor the insurance of their suppliers or vendors. ...
Approving Policies
Client policies must be approved by the agent on Certificial. When a new policy is first entered into the system it will appear on your Pending Approvals page as "Unverified". It will appear on your client’s page as "In Review". You will receive ...
Endorsement management
At the "Clients" tab, you will see all your clients and their policies listed. Select the client and line of coverage you wish to provide endorsements. 1. Select the endorsements from the alternatives shown in the section labeled "Policy ...
Managing your client’s account
Agents and brokers can manage their client’s Certificial account, and they can do it while still logged into their own account! Some clients prefer their agent or broker manage all aspects of insurance - updating or adding new policies, responding to ...