Monitor your Suppliers’ policies
On your Dashboard page, you will see a listing of all the companies that have shared their policies with you. By selecting the specific company and policy
you can see an expanded view of the policy coverage types, limits, endorsements,
coverage dates and additional remarks. It will also display the last date the policy was verified by their agent and whether the policy meets your listed requirements.
Related Articles
Requesting policies from Suppliers or Vendors
The “Request Policy” page allows users to request COIs or verification of insurance from Suppliers. Select “Add New Request” button. A dialogue box will open with 2 steps. Policy Request - First, in the upper segment of the dialogue box select ...
Sharing your Clients' Policies
An Agent can share their clients' policies by selecting the <Manage Shares> button on the Clients Page. Select the desired client whose policies you wish to share. Select the <Share Policies> button and a new window with 5 simple steps. 1. Select ...
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 ...
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. Selection - ...
Approving Policies
Client policies must be approved by the agent on Certificial. When a new policy is first entered into the system it will appear on your Pending Approvals page as "Unverified". It will appear on your client’s page as "In Review". You will receive ...