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 have shared with which certificate-holders or
requestors. The graph draws a line
between the policies on the left side of the graph and the Certificate-Holders
on the right side of the graph.
By selecting the
name of the Certificate-Holder, you can drill down and see detailed information
about the policies you have shared with that party.
By selecting “List View”, you can see a record of all the
companies or individuals with which you have shared your policies. Select the company on the left to see
specific policies shared. As with the “Graph
View”, you can drill down and see detailed information about specific policies
by selecting the policies themselves.
Related Articles
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 ...
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 ...
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 ...
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 ...
View or print your policy attachments
When viewing your policies on the “Manage Shares” page, by hovering over the “All Attachments” button, you will be shown all supporting documents affiliated with your policies. Select any document to produce a printable PDF image of the document. ...