Limit Deficiency (Missing Umbrella / Excess Policy)
If you have not yet responded to the request detecting a limit deficiency, you can simply add an Umbrella or Excess policy.
- Select your Client
- Click "Add Policy" and select Excess or Umbrella from the drop down list
If you have already responded to a request and need to add a missing policy to an existing share, first perform the steps above. Once complete take the following additional actions
- Select your Client
- Click the "Manage Shares" button
- Select the Requestor / Certificate Holder you wish to add the policy
- Select the Re-respond check mark icon located on the far right to launch the re-respond process
- Select the additional policies you wish to add and follow the prompts to submit and save the updated information
NOTE: If you have a signature on file, a new certificate will be generated and emailed / saved within the share.
Common Compliance Issues
How to check if your Client is Compliant Limit Deficiency (Missing Umbrella / Excess Policy) Missing Documents Updating Expired Policies
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 ...
Canceling a client policy
If a client has canceled a policy, you can delete the policy from the Certificial system. At your "Clients" page select the "More Options" icon (three vertical dots next to the policy status), in the dropdown box that appears you will be given the ...
Rejecting a policy
If a policy request is received from an unknown party, you can simply reject the request. At your "Clients" page select the "More Options" icon (three vertical dots next to the policy status), in the dropdown box that appears you will be given the ...
View your complete policy history
When viewing your policies on the “Share Policy” page, by selecting the “History” button, the system will generate and download an excel spreadsheet showing every policy update, policy request and cert generation. The history will include all data ...