Certificate of Insurance Issuance

Receive requests for certificates and other documentation directly to the system. In turn, issue electronic certificates as easily as you collect them and keep track of all holders for bulk renewal and expirations. Build issuance templates and set auto notifications rules for simplified insurance certificate tracking.

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Issue Certificates of Insurance

Receive requests for certificates and other documentation directly to the system. In turn, issue electronic certificates as easily as you collect them and keep track of all holders for bulk renewal and expirations.

 
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File in your Holder Database

Your documents and corresponding holder data are always available online to users with authorized login. Search through your database alphabetically or by field.

 
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Run Reports and Find Discrepancies

Generate reports on Duplicate Insureds, Insured Compliance, Issuance Productivity, Bulk Renewals, Communications Sent, and more. Export reports in PDF or Excel format, or email as an attachment.