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 automatically reflected on
Certificial. Ask if your Agency Management
System is supported by Certificial and you can begin integration immediately. Policies from integrated Agency Management
Systems will display a "Continuous Tracking" designation in their lower right
hand corner. If your client’s Cert-Holder is registered with Certificial, they will be able to monitor your
client’s compliance continuously against pre-established insurance
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 ...
Adding additional Agents to our Agency
If you wish to add other users from your agency or brokerage, select "Pending User" in the dropdown box that appears when you hover over your name. In the top right select the box labelled "Invite User". Enter the email of the person you would like ...
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 ...
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 ...
Requestor Quick Reference Guide