Sharing your policies with 3rd parties

Sharing your policies with 3rd parties

You can use the Certificial system to send COIs, or insurance verification, to 3rd parties, whether they are registered with Certificial or not.

Selecting the “Share My Policy” button will open a new dialogue box with 5 simple steps.

  1. Selection - Select the company with which you wish to share your policy.  Begin typing in the search field to see if they are already registered with Certificial, or you can invite them by entering their email in the lower field.
  2. My Policies - Select which policies you wish to share with the selected recipient.  You will be asked “Would you like to grant any endorsements for this policy”. You may grant endorsements only if you have approval to do so by your Broker or Agent.
  3. Remarks - This field will be populated with language from the selected endorsements.  The information in the field displayed will appear on the Description of Operations box on the delivered COI.
  4. Cert Holder Info - The address of your Certificate Holder will populate the fields.  Upload any supporting documents to be delivered together with the COI by simply dragging them to the field indicated.
  5. Summary - Summary offers a final chance to review the policy information before the policy is either sent directly to the Certificate Holder or to your Agent for approval, if required.  Clicking the "Preview COI" button will  allow you to review the complete COI before it is sent.  Once reviewed select “Share Policies”.

Your policy will be delivered to the Certificate Holder in an email.  If they are a registered user of Certificial they may view and monitor the policy in the system as well.



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