The color-coded Policy Status Indicators

• Related Articles

• 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 ...

• 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 ...

• Responding to requests or policy verification

  NOTE: Content covered in this article is available in video format. To access, log on as an Agent to the Certificial platform, launch the Guided Assistance on the left-hand side of the page and select <Agent Response Tutorial>. ​ Once you have ...