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.

1. 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.
2. 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.