You can add multiple Users per company

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• Registering with an "Existing Company" or a "New Company"

  You can search if your agency or company has already registered with Certificial.  At the bottom of the registration page you will be asked to enter your agency or company name.  If you enter at least 3 letters in the search box - the application ...

• 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 ...

• Requestor Quick Reference Guide

  Attached.

• Requesting policies from Suppliers or Vendors

  The “Request Policy” page allows users to request COIs or verification of insurance from Suppliers.  Select “Add New Request” button.  A dialogue box will open with 2 steps. Policy Request - First, in the upper segment of the dialogue box select ...

• 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 ...