Certificate Editor Guides Overview

The Certificate Editor Guides will take you through the various grey-selector flows.

These guides will show you how to select, create, and edit the below indicated items while processing a certificate of insurance, and differ from the similar Managers Menus found within the left-hand navigation menu.

For guides on how to update these items within their unique Manager menus, click HERE.

Certificate Editor Guides Include:

Updating the Agency Contact

How to add/update the Agency Contact on the ACORD form.

Updating the Named Insured

How to add/update the Named Insured on the ACORD form.

Updating the Policies

How to add/update the LOB Profiles on the ACORD form.

Updating the Description of Operations

How to add/update the Description of Operations on the ACORD form.

Updating and Adding Endorsements

How to add/update Endorsements on the ACORD form.

Updating the Holder

How to add/update the Certificate Holder on the ACORD form.

Updating the Signature

How to add/update the Signature on the ACORD form.

Completing & Issuing the Certificate

Follow these steps to preview and issue the completed certificate.