Managing renewals on Certificial

Managing renewals on Certificial

Editing the effective date of a policy in the Certificial system will automatically generate and send new COIs to all current cert-holders of that policy.​ To renew a policy system, navigate to your "Clients" page.  Select the "More Options" icon (three vertical dots next to the policy status).  In the dropdown box that appears, select the "Edit" option. 

The "Edit Policy" window will open.
Select the policy type, and hit Next > Enter Policy Details - if merely extending the current policy, simply update the effective dates and select Submit & Close. 
If limits or other coverage details have changed at renewal, update them here and they will be reflected in the updated COIs that are generated.

All Certificial-registered certificate holders will have access to generate updated certificates at any time.

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