Endorsement management

Endorsement management

At the "Clients" tab, you will see all your clients and their policies listed.  Select the client and line of coverage you wish to provide endorsements. 

1. Select the endorsements from the alternatives shown in the section labeled "Policy Endorsement Management". Endorsements displayed are specific to the lines of coverage.  

2. Add endorsement language in the open field that appears below once the endorsement is selected.  Here you can establish pre-approved endorsement language that can be standard or specialized for each policy. All endorsement language will appear together in the "Description of Operations" section of the updated COI.

3. In the "Count" box enter the number of times the endorsement may be utilized by your client. A client can self-administer their own policy, if granted multiple or blanket endorsements.  This will allow agents to issue endorsements on a case-by-case basis or enable clients to self-administer within set restrictions. 

4. Upload endorsement documentation by selecting the blue upload icon (small cloud).  Any waivers or riders should be attached here.  They will be attached with any shared COI or insurance verification sent to the certificate holder.



    • Related Articles

    • Agency Management Systems ("AMS") integration

      Certificial is designed to work together with your Agency Management System.  As we integrate with the leading AMS providers, policy data entered in your AMS will become available on Certificial and vice versa.  Changes made on your AMS will be ...
    • Missing Documents

      There are two methods for uploading documents into Certificial: Blanket Endorsements: Can be uploaded at the policy level by endorsement type. Documents will be made available each time you respond or share policy information and you decide at that ...
    • Sharing your Clients' Policies

      An Agent can share their clients' policies by selecting the <Manage Shares> button on the Clients Page.  Select the desired client whose policies you wish to share.  Select the <Share Policies> button and a new window with 5 simple steps. 1. Select ...
    • 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 ...
    • 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 ...