Responding to incoming requests for insurance
When a request is received for your COI or insurance
verification, you will be alerted by email and with an alert in the system. By selecting the policy listed you will
expand the frame and see the details of the request including requested coverage
types, limits, and endorsements. You can
deny the request by selecting the X, if you are ready to provide your COI or insurance
verification select the "Check" to open a new
dialogue box with 4 simple steps.
- Policy Selection - Confirm that you are willing to provide the policy
for the line of coverage requested. Identify any related endorsements that you
have been granted.
- Additional Documents – Attach
any supporting documentation requested in order to respond to the request.
Holder Info – The Certificate Holder's details will automatically populate if they
are registered Certificial Users, otherwise enter the Certificate Holders Name
and Contact information as you would like it to appear on the COI.
- Summary - Before sending the policy to the Certificate Holder,
confirm the details are correct. You may generate a "Preview COI" to confirm how the actual certificate will appear.
Your policy will
be sent to the requesting Certificate Holder. They will receive an email with an updated, printable PDF version of
your COI, or insurance verification. If the Certificate Holder is registered
with Certificial, they will also be able to view and generate the COI or
insurance verification on the system.
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 ...
Generating updated certificates of insurance
When viewing your policies on the “Manage Shares” page you can generate and download a certificate of insurance at any time. By selecting the “Generate & Download COI” button, the system will access the approved policy data and generate a PDF of the ...
For Agents new to Certificial and looking for help... here is a guide to available resources Guided Assistance Most questions and issues can be addressed using the built-in Guided Assistance Tab available on the Certificial platform. This tab will ...
Managing your client’s account
Agents and brokers can manage their client’s Certificial account, and they can do it while still logged into their own account! Some clients prefer their agent or broker manage all aspects of insurance - updating or adding new policies, responding to ...
Share your own policy and requests others’ policies from a single company account: The Insured / Requestor Toggle
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 ...