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The "Managers" menus allow you to manage the various components that are the building blocks of a certificate. Once these building blocks are in place, they allow for streamlined, efficient and accurate certificate processing flows.
These guides will show you how to select, create, and edit these building blocks from their unique manager menus and differ from the certificate processing flows found within the Create Certificates section.
For walkthroughs of how to update these items on an ACORD form while processing a certificate, click HERE.
Manager Menus Include:
Line of Business Profile Manager
Line of Business profiles are templates created that represent the various ways a policy is shown on an ACORD form.
Named Insureds Manager
The Named Insureds managers houses the additional Named Insureds that fall under the specific Insured account you are in.
Endorsements Manager
The Endorsements Manager houses the global endorsements form library for the agency, and the endorsements linked to the specific Insured account you are in.
Holders Manager
The Holders Manager is a global holder library of holders and their associated addresses and information, that can be shared amongst all of an agency's Insureds.
Language Library Manager
An agency can generate a Language Library that include common verbiage templates to help streamline the verbiage entered within the Description of Operations, that can be reused amongst all of their insureds. This library is managed within the Language Library manager.
CID "Certificate Issuance Document" Manager
The CID Manager contains helpful certificate issuance supporting documents uploaded per Insured, by a user. This can include a standard CID, helpful schedules, and policy dec pages.
Agency Contacts Manager
The Agency Contacts Manager is where all internal agency contacts are stored that might need to be referenced on a certificate in the Contact box of an ACORD form.
Agency Signatures Manager
The Agency Signature Manager is where all certificate signatures are stored that might need to be referenced on a certificate in the signature box of an ACORD form.
The Email Templates Manager is where the email templates for outbound certificate distribution and certificate assignments are stored and managed.