A. The insured sync button is not a page refresh button. This button is used to manually bring over any changes to your insureds policies, coverages and/limits. While Certificate Hero auto syncs your AMS data every 4 hours, there are times when a manual sync for an insured is needed in between. Please use this button solely for that purpose.

Q. What if I have a mid-term rewrite and need to update my policy numbers?

A. You can use the insured sync button to instantaneously sync your new policy information in Certificate Hero.

Q. Where is my policy?

A. At times you might not find the policy you’re looking for in the Policy Manager and that’s because it might be sitting in the imports button waiting to be ported in.

To learn how to import a policy, please click HERE.

Q. Does Certificate Hero ingest my endorsements?

A. Unfortunately, currently we do not ingest endorsements.

To learn how to add and update Endorsements, click HERE.

Q. When I create my endorsements, does Certificate Hero automatically attach them to my certificates?

A. Unfortunately, at this time we do not have any way to track which certificates included endorsements forms.

If you know which certificates included endorsements, you can follow the steps for creating bulk revision and attach all your endorsements to multiple certificates at one time.

To learn how to add and update Endorsements, click HERE.

Q. Can I stack endorsements to make uploading & creating multiple endorsements faster?

A. Yes, you can if all the endorsements belong to the same policy.

Q. How can I quickly navigate to my certificate if I don’t know the certificate number?

A. You can use the search bar at the top of the certificate manager grid and use any of the titles from the columns across the top of the grid to quickly pinpoint or narrow in on the certificate you’re looking for.

For example, if you only know the holder’s name, you can use the search bar to type in the Holder’s name. Since it’s a type ahead, you’ll notice the more you enter the closer you are to finding the certificate you’re looking for.

To learn more about the components of the Certificate Manager, click HERE.

Q. Where can I list schedules on a certificate?

A. You can use an ACORD 27 to list your schedules on your certificates.

Q. Can I select more than 1 property on my evidence of insurance certificate?

A. Unfortunately, at this time you cannot.

Q. How many certificates can I download in a single PDF file?

A. 500 per single PDF file. Anything outside of 500 certificates, will need to be downloaded into a zip file.

Q. Can I create a holder with a foreign address?

A. Yes, you can.

Q. Can I make edits to my certificates if they’re in a bulk job?

A. No. Any certificate in a bulk job may only be reviewed or viewed.

To learn more about Bulk revisions, click HERE.

Q. Can I have multiple bulk jobs at one time?

A. Yes, you can. If you have different certificates in separate bulk jobs, you’re free to have multiple bulk jobs. For example, Group A of certificates may be cert #’s 1-125 and Group B certificates may be cert #’s 126-300. Each of those groups may need different revisions, so we allow both to take place at the same time.

To learn more about Bulk Jobs, click HERE.

Q. Can I cancel a bulk job?

A. Yes, you can. This can be done from the Bulk Jobs manager

To learn more about Bulk Jobs, click HERE.

Q. When creating a new LOB profile, what is the difference between "Save" and "Save and Continue"?

A. As you are creating new LOB profiles, "Save" will save the data you have entered and allows you to create a new LOB profile without leaving the current screen. This is helpful when you are creating multiple LOB profiles in a row.

"Save and Continue" will save the data you have entered and take you back to the LOB Profile Manager. This is helpful when you are creating only one new LOB profile.

Q. When do I update the LOB profiles for a renewal?

A. The line of business profiles are updated as apart of the renewal flow. You do not hav to import a policy, or create a new LOB profile for a policy prior to beginning the renewal flow.

To learn more about Renewals, click HERE.

Q. Can I go back to a previous step in a renewal if I skipped or missed something?

A. Yes, you can however any work you’ve completed on your current step will be reset.

To learn more about Renewals, click HERE.

Q. What is a CID?

A. A CID is a Certificate Issuance Document. This document is typically used by agency's that wish to detail out the certificate issuance instructions for a particular Insured. CIDs can be stored within the CID Manager of Certificate Hero, per Insured.

The CID Manager can contain any helpful certificate issuance supporting documents in in .docx, .xlsx or .pdf format, and is not limited to a CID. This can include, but is not limited to the following:

Schedules
Policy pages (i.e., policy dec page)
CID

To learn more about the CID Manager, click HERE.

Q. How many agency signatures can I have?

A. Your agency can upload as many certificate agency signatures to select from as desired. However, currently only one signature can be marked as the default signature.

If a signature other than the default is needed for to be referenced on a certificate, this can be updated during the processing flow within the Certificate Editor.

To learn more about the Agency Signatures, click HERE.

Q. How many agency contacts can I have?

A. Your agency can upload as many certificate agency contacts to select from as desired. However, currently only one contact can be marked as the default contact to be referenced on a certificate.

If a contact other than the default is needed for to be referenced on a certificate, this can be updated during the processing flow within the Certificate Editor.

To learn more about the Agency Contact, click HERE.