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How to utilize the left-hand navigation menus - including the Certificates Menu, Managers Menu, and Admin Menu - in order to help manage your Certificate Hero site, and efficiently create certificates of insurance with flexibility.
For a detailed overview of each of the menu options, click the links below, or click HERE.
Left-hand Navigation Menus
Certificate Hero's left-hand navigation menu options help an agency manage both their Certificate Hero site, and the various components of creating a certificate in an efficient and streamlined fashion.
Within the navigation menu, depending on the user's permissions, they can process certificates, bulk revisions and renewals within the Certificate menu, put together the building blocks of a certificate within the Managers menu, and manage the users and permissions groups associated with the site.
Navigation Menus Include:
Home Page
The Home page provides a user with a high-level view of their individual activity across all of the insureds they've recently worked on. From her, a user can navigate to any other area of the website they have permissions to access.
To learn more about the Home Page, click HERE.
Certificates Menu
The Certificates menu houses all certificate processing steps. Within this menu you can process and issue mid-term certificates, bulk revisions, and renewals, as well as export your certificates and import new ones.
Certificates Menu Includes:
COI Templates
All COI Templates created by an agency are housed within the COI Templates menu. Here, the agency can add, edit and deactivate COI Templates. Additionally, a user can quick issue from a COI Template within this menu.
To learn more about COI Templates, click HERE.
Policies Menu
The Policies Menu is where the policies that have been ingested or imported from the AMS are housed and managed.
To learn more about COI Templates, click HERE.
Managers Menu
The "Managers" menus allow you to manage the various components that are the building blocks of a certificate. You can select, create, and edit these menus from the Certificate Editor or from within the COI Template Editor.
Manager Menus Include:
- Line of Business Profile Manager
- Named Insureds Manager
- Endorsements Manager
- Holders Manager
- Language Library Manager
- CID "Certificate Issuance Document" Manager
- Agency Contacts Manager
- Agency Signatures Manager
- Email Templates Manager
Admin Menu
Depending on the user's permissions, they may also have access to the Admin menu. Within this menu, you can manage the user permission groups within Certificate Hero, as well as the users associated with each group. And if applicable, you can also review your agency's analytics.
