Certificial is a data-first platform. We use regulatory approved Certificates of Insurance to render the data on COIs, making them continuously updated and versioned. As your Clients’ coverage changes, anyone who you or your Client has shared a Smart COI with will automatically receive updated information.
To view the coverage requirements and respond to the request for insurance, you will need to create an Agent account within Certificial by registering here.
Integrate your AMS – for an updated list of AMS integrations, please visit our Partners page. If your AMS is not currently integrated, you may join your AMS pilot program
Manually add the information – which can then be reused for future Cert Holders
Upload a COI – the form will be processed, and you will be given the opportunity to claim the information and reuse for future Cert Holders
If your Agency has team mode enabled, they will be able to view the request simply by logging in.
If your Agency does not have team mode enabled, please have the representative login and select the “Add Client” button to the left of the screen. They can enter the Request ID provided in the email we sent you indicating you had a new request and transfer the request to themselves.
Absolutely! On the dashboard, please locate your Client and select “Manage Compliance” to view their compliance status with each of their Cert Holders.
Look for red highlighting and text to indicate why your Client is non-compliant. The reasons may vary from limit, coverage symbols and endorsement deficiencies to non-acceptance by the Cert Holder of the provided description of operations. You’ll receive periodic emails indicating the cause of non-compliance and how to remedy the issues.
If your AMS is integrated with Certificial, you don’t have to do anything! Your data automatically syncs, so you can use your AMS to make updates as you would to conduct normal business operations.
If you have not yet integrated your AMS and Certificial, select the menu icon to the right of your Client’s policy and select “Edit”.
Your Agency’s admin can enable “Team Support” by hovering over their name at the top-right of the screen, selecting “Company Admin” and toggling the Team Support feature to “On”.
Using Certificial to issue Smart COIs is a terrific way to cut costs, modernize your Agency, and reduce E&O exposure. It’s as simple as 1) integrate your AMS or add your Clients and their policies, 2) Upload aCert Holder list, and 3) issue Smart COIs. For more information on Cert Issuance, please contact us at certissuance@certificial.com
We have many partners that have their insurance verification services “Powered by Certificial”. The Cert Holders and Policyholders typically interact with their systems andt herefore receive communications from systems. Agents, Brokers, and Carriers utilize Certificial to respond to those requests for insurance.
Upon logging in you’ll have access to the “Guided Assistance” menu on the left of the screen. There are many step-by-step walkthroughs that can assist you with the most common functionality and questions. If your questions cannot be resolved, you can email our Support team at support@certificial.com.
Certificial is a data-first platform, enabling the COI to be continuously updated and versioned. As your Suppliers’ coverage changes in their Agent’s core systems, you are automatically provided the new information. This is referred to as a “Smart COI”. The continuous monitoring of a Smart COI allows you to take action when a Supplier is not properly covered and prevent an uninsured claim, as well as lower the overall risk for your organization.
You can register here and then use the “Guided Assistance” menu on the left to create requirements templates and send requests for coverage to your Suppliers and their Agents.
The COI that was issued is a static document and no different than a COI you’ve historically received. By creating an account on Certificial, you will be joining the Smart COI Network and can receive automatic updates when their coverage changes and compare their coverage to your compliance requirements. You can also use Certificial to make requests to all your Suppliers and begin tracking their coverage in a single location.
If you registered your company and are the Company Admin, you can invite other members of your team by hovering over your name at the top-right of your screen, selecting “Company Admin” and then “Invite User”.
Rather than creating a unique request for every Supplier, templates can be used to save you considerable time. Once you set up a template with the desired coverage types, limits, description of operations, and other requirements, you can use the template to request coverage from your Suppliers individually or to entire groups using your Supplier Address Book.
For a step-by-step walkthrough, you can select “Create Insurance Requirement Templates” in the Guided Assistance menu.
For a step-by-step walkthrough, you can select “Send Request for Insurance” in the Guided Assistance menu. If there are any pre-requisite steps you haven’t yet taken, the Guided Assistance will ensure you complete those first.
Yes, you can do this by utilizing the Supplier Address Book. Hover over your name at the top-right of the screen and select, “Supplier Address Book”. Download the Excel template and complete all of the required fields. You can then upload the document and use it to request coverage from the entire list all at once. When making a Request, rather than selecting the company or adding an email address, the last option allows you to select the Supplier Address Book.
If you need assistance uploading the Supplier Address Book, you can use the “Upload Supplier Address Book” walkthrough under the Guided Assistance menu.
Hover over the three lines to the far right of the Non-Compliant policy and select “Exception Handling”. Here, you’ll be able to set the exception for a specific duration and all exceptions will be logged for auditing purposes.
For a step-by-step walkthrough, you can select “Manage Compliance Exceptions” in the Guided Assistance menu.
Certain information is not automatically flagged as Non-Compliant. Some fields, such as Description of Operations or Carrier Ratings may require review from you to determine if you want to accept or deny the response. Once reviewed, it will turn Compliant or Non-Compliant and the Supplier and their Agent will be notified.
If you received a notice from Certificial your coverage was requested, then yes, you will need to create an account within Certificial by registering here.
Your Agent will do all the work for you. You simply need to register, and then add your Agent. They will then receive the request and requirements of your Client.
You can select “Add Agent” in the Guided Assistance menu to the left and follow the step-by step walkthrough. You can also hover over your name in the top-right corner of the screen, select “My Profile”, click the “Add Agent” button and follow the prompts.
Yes, you can add up to five (5) Agents. See the previous question for how to add an Agent. When a request is sent to your Agents, they will claim their applicable lines of coverage and respond. They will only see the information they provided, however all information will be made available to you and your Client.
You can add your own policies by navigating to the “My Policies” tab. These policies cannot be shared until your Agent verifies they are accurate. The preferred method of verifying your coverage is to simply add your Agent and they’ll provide your coverage information.
Certificial is a data-first platform, and uses regulatory approved Certificates of Insurance to render the data on, making them continuously updated and versioned. As your coverage changes, anyone who you or your Agent has shared a Smart COI with will automatically receive updated information.
Your Agent can enable to your share your own Smart COIs. They will determine what policies, endorsements, and description of operations you are able to share with your Clients via Certificial’s Self-Service Module. Any changes to this information will be sent to your Agent for approval before being shared with your Client. You can issue your own COIs by selecting the “Share My Policies” button.
You, your Agent, and your Clients all see this same status. They indicate if you are compliant or non-compliant compared to your Clients’ insurance coverage requirements.
The compliance status are systematically determined by comparing your coverage to your Clients’ requirements. If you have questions about their requirements, please contact your Client to discuss. If they need to make an exception, they can do so on Certificial and your overall status may change.
Certificial utilizes a “Project” layer to accommodate this situation. You can view the various Projects by selecting your Client on the left of the screen and then switching between Projects using the drop-down labeled “Projects”.
Absolutely! Just as your Clients are managing your coverage on Certificial, you can track your Suppliers as well. Simply click the toggle in the upper-right of the screen to switch between Insured and Requestor mode. In Requestor mode you will be able to request the coverage of your Suppliers and compare to your requirements to determine their status of their compliance.
Upon logging in you’ll have access to the “Guided Assistance” menu on the left of the screen. There are many step-by-step walkthroughs that can assist you with the most common functionality and questions. If your questions cannot be resolved, you can email our Support team at support@certificial.com.
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