General
Problems Receiving Certificial Emails
Due to broadened security parameters, it is common that certain websites, platforms and emails are blocked by the IT department of many companies. If you're unable to receive the verification email after registering, Certificial is likely falling ...
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 ...
The difference between "User" and "Agent".
There are only two types of accounts on the Certificial platform - Users and Agents. Users are Corporations or Organizations looking to manage and share their own policies or seeking to monitor the insurance of their suppliers or vendors. ...
Download history and audit report
By selecting the “History” button, the system will generate and download an excel spreadsheet showing all policy shares, policy requests and cert generations. It will record which User was involved and the date the action took place. The data is ...