One of the most innovative features on the Certificial platform is the Insured / Requestor toggle. The toggle appears in the top right of the User screen. When you initially log on you will see that the toggle is in the Insured position, meaning that ...
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 ...
Update an expired policy by performing the following steps: Select your Client Edit the expired policy and update the effective dates Click submit to save changes NOTE: If you uploaded a signature, you can issue updated certificate of insurance to ...
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 ...