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 ...
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 ...
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 ...
Registering with an "Existing Company" or a "New Company"
You can search if your agency or company has already registered with Certificial. At the bottom of the registration page you will be asked to enter your agency or company name. If you enter at least 3 letters in the search box - the application ...