Requesting policies from Suppliers or Vendors
The “Request Policy” page
allows users to request COIs
or verification of insurance from Suppliers. Select “Add New Request” button. A
dialogue box will open with 2 steps.
- Policy Request - First, in the upper
segment of the dialogue box select either one of your customized templates or
select the coverage type(s) for the requested policy. You can select multiple coverage types in a
single request. Next, select the name of the company that will
be providing the COI or verification of insurance. You may enter their name in the designated
field. If they are registered with
Certificial, their name will appear. If their
name does not appear, you can invite them to the platform to provide the policy
requested.
- Summary - Confirm the details before
sending the request for verification of insurance. You may improve the request by attaching
additional documents, instructional text, required minimum carrier rating and
additional remarks language for requested Description of Operations or Special
Conditions of the insurance policy to be provided.
Your supplier will receive an email with the
request and an alert in Certificial, if they are registered.
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