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 Support
For Agents new to Certificial and looking for help... here is a guide to available resources Guided Assistance Most questions and issues can be addressed using the built-in Guided Assistance Tab available on the Certificial platform. This tab will ...
Agent Quick Reference Guide
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You can add multiple Users per company
Once the first person at your agency has registered, additional Users may register with that company by searching for the agency at the bottom of the registration page and selecting their agency name in the dropdown box. Alternatively, you can ...
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 - ...