Certificate Hero offers a global Holder library that can be reused amongst off of an agency's insureds. When a new holder is added to a certificate, it adds the holder to this library. Users can create and manage certificate holders from the Holder Manager.
To learn how to clean up your global Holder Library using the Holder Clean-Up feature, click HERE.
To access the Holder manager, within the Managers menu, select "Holders".
This will bring you to the Holder Library.
To add a new holder, click the orange "+ Create Holder" button.
This will bring up the Create Holder editor.
Enter the Holder name.
Certificate holders may have zero or more addresses attached to them. To add an address, click the "Add Address" button after entering the holder name.
On the next screen, add the Holder address.
Both domestic and international addresses can be added. For an international address, select the appropriate country and enter the applicable address information. International addresses do not require a domestic city, state, or ZIP Code format.
If there are email addresses, a phone number, or a fax number associated with the Holder, this information can also be added here.
Each Holder and address combination can have up to 20 email addresses associated with it. To enter multiple email addresses, enter an email address and press Enter, or use a comma to separate each email address.
Email addresses are connected to the specific Holder and address combination. This makes it easier to identify the appropriate recipients when a Holder has multiple addresses or contacts.
When ready to save the address, click the blue “Add Address” button.
When ready to save the address, click the blue "Add Address" button.
To learn how to add multiple addresses per Holder Address entry, click HERE.
If you'd like to see a preview of how the Holder will display on the certificate, in the lower left, click the "Show Preview" button.
To save the new Holder, click the blue "Save" button.
This will bring you back to the Holder manager and the new holder will display amongst the rest in the library.
Active Holders have three actions that can take place.
Edit - this action will allow you to edit to existing holder. Including updating the name, adding, editing or removing addresses, and updating the email, phone and fax information.
Deactivate - this action will allow you to deactivate the holder. This will give it a new status of inactivate and will remove it from view. Deactive holders can be accessed again later using the filters.
Delete - Deactivate - this action will allow you to delete the holder. This will completely remove the holder from Certificate Hero.
