July 2026

This month, we're introducing new Insured Site enhancements that give agencies greater control over user access and permissions.

Enhanced Insured Site Permissions

We've expanded Insured Site access permissions to provide more flexibility when managing user access to the Holder library and COI Templates. These new options allow administrators to better control what insured users can view and within the portal.

Whether you're limiting access for certain users or granting additional capabilities to trusted contacts, these enhancements help ensure the right people have access to the right information.

Click to download the walkthroughs:

Configure COI Templates for the Insured Portal

Learn how to configure certificate templates that insured users will have access to when requesting or generating certificates through the portal.
New Holder Management Permissions
Discover the new permission settings that determine whether insured users can create, edit, and manage certificate holders within the Insured Site.

📞 Need Assistance?

Our Customer Success team is always here to help. Whether you have questions about new features, need additional training, or want help optimizing your workflows, don't hesitate to reach out.

Thank you for being part of the Certificate Hero community!