Insured-Specific
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 ...
You can add multiple Users per company
Once the first person at your agency has registered, additional Users may register with that company by searching for the agency at the bottom of the registration page and selecting their agency name in the dropdown box. Alternatively, you can ...
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 ...
Sharing your policies with 3rd parties
You can use the Certificial system to send COIs, or insurance verification, to 3rd parties, whether they are registered with Certificial or not. Selecting the “Share My Policy” button will open a new dialogue box with 5 simple steps. Selection - ...
Generating updated certificates of insurance
When viewing your policies on the “Manage Shares” page you can generate and download a certificate of insurance at any time. By selecting the “Generate & Download COI” button, the system will access the approved policy data and generate a PDF of the ...
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. ...
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 ...
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 ...
Adding new policies to your account
You can add a new policy to your existing account at the “My Policies” page. Select the “Add New Policy” button. This will open a dialogue box asking you to: Select Policy Type - from a dropdown selection and upload any pertinent documents. Enter ...
Responding to incoming requests for insurance
When a request is received for your COI or insurance verification, you will be alerted by email and with an alert in the system. By selecting the policy listed you will expand the frame and see the details of the request including requested coverage ...