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Create templates to monitor supplier compliance
The “Templates” page allows users to create templates to compare the COIs or insurance verifications received against customized templates based on your specific insurance requirements. Create as many templates as required to cover your ...
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 ...
Problems Receiving Certificial Emails
Due to broadened security parameters, it is common that certain websites, platforms and emails are blocked by the IT department of many companies. If you're unable to receive the verification email after registering, Certificial is likely falling ...
Stop monitoring a policy or handle an exception
By selecting the “more options” icon at the end of the policy, you will be given the option to "Cancel Tracking" or go to "Exception Handling" for the specific policy. Cancel Tracking – removes the policy from the dashboard and disables tracking. ...
The color-coded Policy Status Indicators
Verified Policy has been verified by agent and meets all insurance requirements. Warning Alerts · Unverified – Indicates a policy has not been verified by a license insurance agent · Expiring – First alert <90 days Compliance Alerts · ...