View your complete policy history

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• Download history and audit report

  By selecting the “History” button, the system will generate and download an excel spreadsheet showing all policy shares, policy requests and cert generations.  It will record which User was involved and the date the action took place.  The data is ...

• Limit Deficiency (Missing Umbrella / Excess Policy)

  If you have not yet responded to the request detecting a limit deficiency, you can simply add an Umbrella or Excess policy.  Select your Client Click "Add Policy" and select Excess or Umbrella from the drop down list  If you have already responded to ...

• View or print your policy attachments

  When viewing your policies on the “Manage Shares” page, by hovering over the “All Attachments” button, you will be shown all supporting documents affiliated with your policies.  Select any document to produce a printable PDF image of the document.  ...

• Viewing your policies in Graph View or List View

  When you initially open Certificial, you will land at your “Share Policies” tab.  Here you can view your policies in one of two formats – “Graph View” or “List View”. By selecting “Graph View”, you can see a colorful depiction of which policies you ...

• Canceling a client policy

  If a client has canceled a policy, you can delete the policy from the Certificial system.  At your "Clients" page select the "More Options" icon (three vertical dots next to the policy status), in the dropdown box that appears you will be given the ...