Generating updated supplier certificates
By selecting the “Generate COI” button, the
system will access the approved policy data and generate a PDF of your Suppliers’ Certificate of Insurance. The
date of the certificate will be as of the last date that policy was approved by
the Suppliers’ Broker or Agent.
Related Articles
Generating updated certificates of insurance
When viewing your policies on the “Manage Shares” page you can generate and download a certificate of insurance at any time. By selecting the “Generate & Download COI” button, the system will access the approved policy data and generate a PDF of the ...
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 ...
Requestor Quick Reference Guide
Attached.
Managing renewals on Certificial
Editing the effective date of a policy in the Certificial system will automatically generate and send new COIs to all current cert-holders of that policy. To renew a policy system, navigate to your "Clients" page. Select the "More Options" icon ...
How do I integrate HawkSoft with Certificial?
HawkSoft Agency Management System and Certificial have partnered to create a seamless, dynamic insurance verification process experience for HawkSoft Agents and Brokers. You can integrate your HawkSoft and Certificial accounts to simply respond to a ...