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 policy. Non issues will be highlighted in red. Hover on an item to see additional details.
- You can use the re-respond Check Mark to add a missing policy, document or edit the Description of Operations
NOTE: Compliance issues related to policy info should be addressed at the policy level and not the share level (Limits, Carriers, etc.)