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This method will allow you to manually select the desired ACORD form on which to issue your certificate. Certificates can be issued by selecting the required policies or by selecting a previously created certificate template.
To download a comprehensive step-by-step walkthrough, click HERE.
This guide will review selecting the most common ACORD form, the ACORD 25, and will continue without using a template.
This walkthrough will guide you through the following items:
- Updating the Agency Contact
- Selecting an Existing Agency Contact
- Edit an Existing Agency Contact
- Adding a New Agency Contact
- Updating the Named Insured
- Selecting an Existing Named Insured
- Edit an Existing Named Insured
- Adding a New Named Insured
- Updating the Policies
- Selecting an Existing Policy LOB
- Edit an Existing Existing Policy LOB
- Adding a New Existing Policy LOB
- Additional Insured and/or Waiver of Subrogation Boxes
- Updating the Description of Operations
- Language Library
Editing Language Library Templates
Create a New Language Library Template
- Language Library
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Updating and Adding Endorsements
- Endorsement Manager and Endorsement Form Library
- Create an Endorsement
- Endorsement Tagging
- Actions Menus
- Adding an Endorsement to a Certificate of Insurance
- Updating the Certificate Holder
- Selecting an Existing Certificate Holder
- Edit an Existing Certificate Holder
- Adding a New Certificate Holder
- Updating the Signature
- Selecting an Existing Signature
- Edit an Existing Signature
- Adding a New Signature
- Completing the Certificate
- Assigning the Certificate
- Deleting a Certificate in Progress
- Saving as a Certificate Template
- Saving Certificate for Later
- Reviewing the Certificate
Email the Certificate
Fax the Certificate
Certificate Issuance