View or print your policy attachments

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• View your complete policy history

  When viewing your policies on the “Share Policy” page, by selecting the “History” button, the system will generate and download an excel spreadsheet showing every policy update, policy request and cert generation.  The history will include all data ...

• Viewing your policies in Graph View or List View

  When you initially open Certificial, you will land at your “Share Policies” tab.  Here you can view your policies in one of two formats – “Graph View” or “List View”. By selecting “Graph View”, you can see a colorful depiction of which policies you ...

• Canceling a client policy

  If a client has canceled a policy, you can delete the policy from the Certificial system.  At your "Clients" page select the "More Options" icon (three vertical dots next to the policy status), in the dropdown box that appears you will be given the ...

• 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 ...

• Rejecting a policy

  If a policy request is received from an unknown party, you can simply reject the request.  At your "Clients" page select the "More Options" icon (three vertical dots next to the policy status), in the dropdown box that appears you will be given the ...