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 ...
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 ...
The color-coded Policy Status Indicators
Verified Policy has been verified by agent and meets all insurance requirements. Warning Alerts · Unverified – Indicates a policy has not been verified by a license insurance agent · Expiring – First alert <90 days Compliance Alerts · ...
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 ...