Agent Quick Reference Guide
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Requestor Quick Reference Guide
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Agent Support
For Agents new to Certificial and looking for help... here is a guide to available resources Guided Assistance Most questions and issues can be addressed using the built-in Guided Assistance Tab available on the Certificial platform. This tab will ...
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. ...
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 ...
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 · ...