Agency / Broker-Specific
Updating Expired Policies
Update an expired policy by performing the following steps: Select your Client Edit the expired policy and update the effective dates Click submit to save changes NOTE: If you uploaded a signature, you can issue updated certificate of insurance to ...
Missing Documents
There are two methods for uploading documents into Certificial: Blanket Endorsements: Can be uploaded at the policy level by endorsement type. Documents will be made available each time you respond or share policy information and you decide at that ...
Limit Deficiency (Missing Umbrella / Excess Policy)
If you have not yet responded to the request detecting a limit deficiency, you can simply add an Umbrella or Excess policy. Select your Client Click "Add Policy" and select Excess or Umbrella from the drop down list If you have already responded to ...
How to check if your Client is Compliant
Guided Assistance Tutorial Name: View Requestors & Manage Compliance Log onto Certificial as an Agent / Broker Select your Client on the left and click the "Manage Shares" button Select a Cert Holder and view the current compliance status of each ...
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 ...
How do I integrate HawkSoft with Certificial?
HawkSoft Agency Management System and Certificial have partnered to create a seamless, dynamic insurance verification process experience for HawkSoft Agents and Brokers. You can integrate your HawkSoft and Certificial accounts to simply respond to a ...
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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Agency Management Systems ("AMS") integration
Certificial is designed to work together with your Agency Management System. As we integrate with the leading AMS providers, policy data entered in your AMS will become available on Certificial and vice versa. Changes made on your AMS will be ...
Managing renewals on Certificial
Editing the effective date of a policy in the Certificial system will automatically generate and send new COIs to all current cert-holders of that policy. To renew a policy system, navigate to your "Clients" page. Select the "More Options" icon ...
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 ...
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 ...
Adding a digital signature to COIs
Your client’s Certificate Holders may require a signed Certificate of Insurance or verification. To add your signature to the COIs delivered by the Certificial system you first need to create a signature file. Create a JPG, GIF, or PNG file of your ...
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 ...
Managing your client’s account
Agents and brokers can manage their client’s Certificial account, and they can do it while still logged into their own account! Some clients prefer their agent or broker manage all aspects of insurance - updating or adding new policies, responding to ...
Endorsement management
At the "Clients" tab, you will see all your clients and their policies listed. Select the client and line of coverage you wish to provide endorsements. 1. Select the endorsements from the alternatives shown in the section labeled "Policy ...
Responding to requests or policy verification
NOTE: Content covered in this article is available in video format. To access, log on as an Agent to the Certificial platform, launch the Guided Assistance on the left-hand side of the page and select <Agent Response Tutorial>. Once you have ...
Approving Policies
Client policies must be approved by the agent on Certificial. When a new policy is first entered into the system it will appear on your Pending Approvals page as "Unverified". It will appear on your client’s page as "In Review". You will receive ...