Agent Quick Reference Guide

Agent Quick Reference Guide

    • Related Articles

    • Requestor Quick Reference Guide

    • 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 ·      ...