Agents & Brokers
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
In the Certificial World we call Certificate Holders "Requestors"... here's what you need to do...
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
Login and respond to the Request for insurance verification
Add your other Clients to take full advantage of all that Certificial offer to reduce your operational effort and expense