Within the “Certificates” tab you can issue, reprint/resend, or request your own certificate at any time – weekend and holidays included. You will also find a link to download your holder spreadsheet here.

Issue a Certificate

  1. Click on the “Certificates” tab, click on “Issue Certificate”
  2. If you have more than one policy select the appropriate insured
  3. Select the certificate you wish to issue
  4. Select holder… or change holder to amend a previously issued certific

*Note: The certificate holder is the company or person receiving the certificate

If the Holder has already been entered

  1. Locate the Holder on the Holder list, and double-check the holder’s information (company name, complete address, named insured, description of ops)
  2. Click on the appropriate holder
  3. Under the section titled “Recipient #1”, add the recipient’s name in the “Attention” portion, enter “Proof of Insurance for [your company’s name here]” in the subject line, and then enter the fax and/or email address of the recipient. *Note: The box/es must be checked in front of Fax Number and/or Email Address in order for the Certificate to properly send.
  4. If multiple locations need the Certificate, enter additional fax number and/or email address in Recipient #2, and so on
  5. Move to the bottom of the screen and click “Submit Request”. Your Certificate will now be delivered in the form you chose in the “Recipient” section(s) (Fax or Email).

To Enter a New Holder (only if given permission)

  1. If your Certificate Holder is not on the list, click “Add Holder”. The Certificate Holder screen will display.
  2. Enter the Certificate Holder’s full company name and address
  3. Under the section title “Recipient #1”, add the recipient’s name in the “Attention” portion, enter “Proof of Insurance for [your company’s name here]” in the subject line, and then enter the fax and/or email address of the recipient.
    *Note: The box/es must be checked in front of Fax Number and/or Email Address in order for the Certificate to properly send.
  4. If multiple locations need the Certificate, enter additional fax number and/or email address in Recipient #2, and so on.
  5. Move to the bottom of the screen and click “Submit Request”. Your Certificate will now be delivered in the form you chose in the “Recipient” section(s) (Fax or Email).

Reprint/Resend Certificate 

  1. Under the “Certificates” tab, click “Reprint/Resend Certificate”. This will show a list of all certificates previously issued for the insured. 
  2. Click on the certificate, a pop-up window will prompt you to click “Reprint” or “Resend”. Click “Preview” to view the certificate before reprinting or resending.
    - If you click “Reprint” a pdf file will download which you can save to your desktop and reprint
    - If you click “Resend” it will direct you to the “Certificate Delivery” screen. Enter the appropriate recipient information and click “Submit”

Request Certificate
You may request to issue a new certificate if the appropriate template is not available.

  1. Under the “Certificates” tab, click “Request Certificate”.
  2. Enter the appropriate information for the certificate (named insured, holder, coverage, certificate, and delivery)
  3. You may attach a photo or any relevant document to the certificate
  4. Click “Request Cert” and the certificate request will be sent to your account representative to review.

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