The difference between "User" and "Agent".
There are only two types of accounts on the Certificial platform - Users and Agents.
Users are Corporations or Organizations looking to manage and share their own policies or seeking to monitor the insurance of their suppliers or vendors.
Agents are licensed insurance agents or brokers that have the power to verify policies and issue certificates of insurance. Agents will be asked to provide the Agent and Agency license numbers to insure unique and accurate account creation.
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Agent Quick Reference Guide
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Requestor Quick Reference Guide
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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 - ...
Adding additional Agents to our Agency
If you wish to add other users from your agency or brokerage, select "Pending User" in the dropdown box that appears when you hover over your name. In the top right select the box labelled "Invite User". Enter the email of the person you would like ...