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Learn how Certificate Hero's COI Templates differ from the templates that you may be used to working with.
Most of the time, when issuing a certificate from a template, the certificate you are issuing is housed within that template. Any changes make to the certificate while processing within the template might also affect the certificate template itself. Continue reading below to learn how Certificate Hero's COI templates are unique.
COI Templates
With Certificate Hero, our templates differentiate us from other platforms. Certificates are not stored within the selected template; instead, they are housed with all other active certificates within the Certificate Manager for the applicable insured.
Certificate Hero templates are designed to contain information and data that has been pre-entered by a user that can be used when starting a certificate. When you select a template to issue from, the system automatically populates the pre-entered policy information and data.
Additionally, any changes made to the certificate during the processing flow will only modify that specific certificate, leaving the original template intact.
To learn how to create a COI Templates, click HERE.
To learn how to issue a certificate from a COI Template, click HERE.
To learn how to Quick Issue from a COI Template, click HERE.