Agency Management Systems ("AMS") integration

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 requirements.

    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • Requestor Quick Reference Guide