Agents & Brokers

Register for an Upcoming Webinar, specifically designed for Agents

Thursday, October 22nd @ 2:00pm EST

Thursday, October 29th @ 2:00pm EST

Did you receive a Request for Insurance via Certificial from a Client or Certificate Holder?

Keep your credit card where it is.  Whether responding to single request for insurance or managing your entire book of business, Certificial is a free service to Agents and Brokers

1.

In the Certificial World we call Certificate Holders "Requestors"... here's what you need to do...

View the list of our Partners to see if you can integrate your AMS for dynamic insurance verification - check back frequently as we are continuously adding more!

2.

Once you setup a connection with a Requestor, all future policy changes and renewals will automatically be sent to all of your Client's Requestors

Register on Certificial using the link provided in your email

3.

Login and respond to the Request for insurance verification

4.

Add your other Clients to take full advantage of all that Certificial offer to reduce your operational effort and expense

5.

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