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Create Certificates

Create Certificates

Click Here to learn how to create certificates with increased efficiency and accuracy within Certificate Hero.

Certificate Processing Flows

Blank ACORD Form | COI Template

Sample Certificate

Uploading a Contract

Entering Insurance Clause/Requirements

How to Clone a Certificate

Quick Issue from a COI Template

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Certificate Revisions

How to Process a Single Certificate Revision

How to Process a Bulk Revision

Certificate Renewals

How to Process a Renewal

Tips & Tricks Prior to Starting Your Renewal

Certificate Editor Guides

Updating the Agency Contact

Updating the Named Insured

Updating the Policies

Updating the Description of Operations

Updating and Adding Endorsements

Updating the Holder

Updating the Signature

Completing & Issuing the Certificate

Certificate Editor Guides Overview

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