Share your own policy and requests others’ policies from a single company account: The Insured / Requestor Toggle

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• Requestor Quick Reference Guide

  Attached.

• 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 ...

• Adding new policies to your account

  You can add a new policy to your existing account at the “My Policies” page.  Select the “Add New Policy” button.  This will open a dialogue box asking you to: Select Policy Type - from a dropdown selection and upload any pertinent documents. Enter ...

• 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 ...

• 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 ...