Viewing and editing your own policies

Viewing and editing your own policies

The “My Policies” page displays all your policies registered on Certificial.  By selecting the “more options” icon at the end of the policy, you will be given the option to view, edit or delete the specific policy.

“View” – Opens a dialogue box displaying policy number, Insurer, effective dates, limits, policy agency, policy documents, and coverage types.

“Edit” – Opens a dialogue box displaying policy information that can be edited and submitted to your policy agency for approval.

“Delete” – Opens a dialogue box with your basic policy information and asks if you would like to delete the policy from the system.



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