Canceling a client 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 ...
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 ...
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 ...
How to check if your Client is Compliant
Guided Assistance Tutorial Name: View Requestors & Manage Compliance Log onto Certificial as an Agent / Broker Select your Client on the left and click the "Manage Shares" button Select a Cert Holder and view the current compliance status of each ...
Rejecting a policy
If a policy request is received from an unknown party, you can simply reject the request. 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 ...