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How to create and manage certificate holders.
Users create and manage certificate holders from the Holder Manager. Certificate holders may have zero or more addresses attached to them. These entries can be accessed from the Holder Selector on the Certificate Editor or Template Editor.
Users can edit, activate, or deactivate existing holders or create new holders from this screen. The + CREATE HOLDER will pop up a modal for the user to complete. Once the user enters a name, they will be able to save the holder or associate addresses with the holder.
Once the user creates their holder, it will be available as a selection from the Holder Selector on the Certificate Editor or Template Editor.
Please note: Certificate Holders are shared across an agency or brokerage. This means a holder created by one user can be accessed by another user when create a certificate for their insured.