CID Manager

How to create and manage Certificate of Insurance Documents (CIDs)

Users create and manage their Certificate of Insurance Documents (CIDs) from the CID Manager, which is accessible from the CID Tab on the Certificate Editor and Template Editor pages. The Certificate of Insurance Document is a document a user can upload to assist them with issuing certificates of insurance.

The user can edit, set default, activate or deactivate existing CIDs. 

Edit: The user can edit any of the fields associated with the CID 

Set Default: The default CID will populate on the CID tab for this insured in the Certificate Template Editor and Certificate Editor. 

Activate: Allows a user to activate an inactive CID. Active Certificate of Insurance Documents can be selected from the CID tab on the Template Editor and Certificate Editor. Active CIDs can be set as default.

Deactivate: Allows a user to deactivate a CID. Inactive CIDs cannot be selected from the Temple Editor or Certificate Editor. A default CID cannot be deactivated. 

Users can also create new CIDs. The + CREATE CID button will bring the user to the create screen. When the user uploads a CID document (Word, PDF, Excel supported), the document will preview on the left, and the user can reference it while they complete the Name and Policy Date fields. 

Once the user creates their CID, this CID can be selected from the CID tab on the Template Editor and Certificate Editor.

At renewal, there is a built-in step that allows users to renew their CID if needed.

Additionally, the CID is a permission-based feature. If a brokerage doesn't require or need to use the CID feature this permission can be turned off. Without the CID permission, a user will not see the CID tab on the Editor, the CID manager on the left navigation bar, or the CID step in renewals.